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711 East Henderson Avenue
Tampa, FL 33602

GTE Investment Group

(888) 972-5257

 
Don't Buy The Hype Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

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Without any conflicts of interest we put your needs first.

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Helpful Content

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

 

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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