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3800 W. Bay To Bay BoulevardSuite 23Tampa, FL 33629Charles O'Kelley, CFP, ChFC(813) 835-8801 MENUAbout TeamOur FirmMission StatementProducts & ServicesUseful LinksResource Center RetirementEstateInvestmentInsuranceTaxMoneyLifestyleTools GlossaryTax ResourcesContactRetirement RedefinedAround the country, attitudes about retirement are shifting.Learn MoreAcres of DiamondsIn life it often happens that the answers to our most pressing questions are right in our own backyards.Learn MoreInvestmentsYou’ve made investments your whole life. Work with us to help make the most of them.Learn MoreSurprisesMaking the most of surprises is a great reason to work with us.Learn MoreYour FutureOur first priority is your helping you take care of yourself and your family. 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 my foundation of success.Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me 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.Helpful ContentWhen to Self-InsureChoosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?Estate Management ChecklistIs your estate in order? This short quiz may help you assess your overall strategy.Interest Rates: How Low Can They Go?The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?” ArticlesCalculatorsPresentationsVideosDo Your Kids Know The Value of a Silver Spoon?You taught them how to read and how to ride a bike, but have you taught your children how to manage money?Social Security: What’s Changing in 2016?There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.When to Self-InsureChoosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?Directors and Officers Liability InsuranceNot only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.Planning for the ExpectedYou can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.Mastering Mobile LingoCan you keep up with your children’s mobile slang?View all articlesLifetime of EarningsEstimate how much you have the potential to earn during your working years.Roth 401(k) vs. Traditional 401(k)This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).Contributing to an IRA?Determine if you are eligible to contribute to a traditional or Roth IRA.Interested in a Fuel Efficient Car?Estimate how many months it may take to recove
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