Reach financial independence faster with a personalized, detailed financial plan designed just for you.
We are committed to delivering personalized strategies and expert guidance that empower you to achieve financial security and peace of mind.
Our core specialty, we offer guidance on retirement savings, income strategies, and Social Security to ensure clients have a sustainable retirement plan.
At Your Financial Planner, we emphasize a holistic review of your financial situation to develop personalized strategies covering goals like retirement, saving, and investments.
We help customize plans for addressing potential long-term care needs through insurance or other financial strategies, helping you maintain quality of life without burdening family members.
We develop Strategies to help you minimize taxes through investment choices, tax-advantaged accounts, conversions, and deductions.
We design strategies to protect and transfer your wealth, ensuring your legacy is preserved. We also offer assistance with estate planning essentials like wills, and trusts through our partnership with Encorestate Plans.
Through our tailored strategies, we aim to answer the two most vital questions in late-stage college planning: How much will college cost? and How can I afford it?
We begin by getting to know youâyour goals, values, financial history, and current situation.
This step includes an in-depth discussion to understand your short-term and long-term objectives, whether it’s retirement, education funding, wealth growth, or legacy planning.
Next, we analyze the information and assess areas that need attention. Based on this analysis, we develop a comprehensive financial plan tailored to meet your unique goals.
This plan includes strategies for investment, tax planning, retirement, risk management, and estate planning.
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Once you review and approve the plan, we assist you in putting it into action.
Implementation can involve setting up investment accounts, adjusting insurance policies, or coordinating with other professionals, like tax advisors or attorneys.
Financial planning is an ongoing process. We regularly monitor your planâs performance, adjusting for changes in your life, market conditions, or goals.
This proactive approach helps ensure your plan remains effective, allowing us to make any necessary adjustments to keep you on track.
Tax-efficient investing and tax-smart withdrawals are two crucial components of any successful retirement plan. At Your Financial Planner, we can quickly identify which tax strategies will provide the most value for your overall plan.
We demonstrate the power of optimized social security withdrawals to maximize your assets over time, with over 700 filing strategies, we simplify a complex task, and optimize your retirement plan.
Tax-efficient investing and tax-smart withdrawals are two crucial components of any successful retirement plan. At Your Financial Planner, we can quickly identify which tax strategies will provide the most value for your overall plan.
With Blueprintâą, we organize your household net worth; goals; and income, savings and expenses. Whether it’s a major purchase, a kid going off to college or the long-awaited retirement, we help you visualize you goals.
At Your Financial Planner, we leverage modern, intuitive tools that simplify financial planning and deliver clear, actionable insights. We elevate your experience with personalized strategies that drive results.
Growing up in a family generationally involved in Sierra Leoneâs diamond industry, I have always had exposure to finance & business cash flow, and I had a fascination for data, charts, and numbers.
With nearly a decade of dedicated service as a financial planner, I focus on providing comprehensive financial guidance to clients across Tampa, Florida, and beyond.
I am truly passionate about helping individuals and families achieve financial well-being through strategic planning and informed decision-making. As a Certified Financial Planner, I bring expertise in wealth management, retirement planning, and investment strategies.
Address:
5401 W Kennedy Blvd
Suite 100
Tampa, FL 33609
Disclaimer: Investment Advisory Services offered through BWM Advisory, LLC (BWM). BWM is registered as an investment advisor and only conducts business in states where it is properly registered or is excluded from registration requirements. We are currently either state or SEC registered in the following states: Arizona, Florida, Illinois, Kansas, Louisiana, Michigan, New York, Oregon, Texas, and Washington. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. Not affiliated with the U.S. Federal Government or any government Agency. The firm is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation. Although we make great efforts to ensure the accuracy of the information contained herein we cannot guarantee all information is correct. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investorâs portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Any comments regarding guarantees, safe and secure investments and guaranteed income streams or similar refer only to fixed insurance and annuity products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claimsâpaying ability of the issuing company and are not offered by BWM Advisory, LLC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged. Annuities are long-term products of the insurance industry designed for retirement income. They contain some limitations, including possible withdrawal charges and a market value adjustment that could affect contract values. Annuities are not FDIC insured.