Independent financial advisor for the military and federal employee community.
As a veteran, federal employee, or active-duty military member, you’ve seen your fair share of challenges. Life can get hectic and when it comes to finances, things can get complicated fast. 813 Financial is an independent financial services firm dedicated to serving our military’s service members and federal employees. With expertise in military and federal employee benefits, and without any allegiances to big banks or insurance companies, I have the freedom to help you find solutions with your best interest at the forefront. Your plan will be tailored to YOUR situation – not based on a cookie cutter approach.
As a Navy veteran myself, I’m familiar with the sacrifices you’ve made for your country, and I want to help you make the most of the benefits available to you through your service. Whether you need help with your retirement planning or insurance needs, or just want someone who can help you take advantage of all your benefits as a military member, veteran, or federal employee, 813 Financial is here for you.
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Fully Licensed Independent Fiduciaries
Objective Investment Advice
Because I am independent, I have the freedom to offer you unbiased guidance, focusing on what is best for you and your financial goals, rather than proprietary expectations.
Unparalleled work ethic and dedication to help you reach your financial goals and objectives!
Military and Federal Employee Benefits Specialists!
- Let us help you manage your TSP!
- Retirement/Separation coaching
We do not believe in a “one size fits all” approach to financial planning. Our approach allows us to deliver individual or family financial advice that’s completely custom-built for you!
Don’t wait to get your plan in place, speak to an expert today!
MOST DON’T PLAN TO FAIL – THEY FAIL TO PLAN.
When was your last conversation with your Financial Professional?
Comprehensive financial planning
Education funding solutions
Asset allocation and management
Retirement income planning
Insurance Solutions and risk management
Have you ever wanted a complementary review of your life insurance and investment portfolio?
Our Broker Dealer
We Chose Cambridge. We Chose Independence.
What does that mean for you?
Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge is a national corporation with a registered investment advisor and an industry-leading independent broker-dealer.
Known as The Fee Experts®¹, Cambridge provides a broad range of choices regarding financial solutions, and we choose the customizable experience that best meets the needs of our clients.
Remaining independent and privately controlled has long been part of Cambridge’s plan. Click here to learn more about Cambridge.
1The Fee Experts® is a registered trademark of Cambridge Investment Research, Inc. for its investment advisory service for investment managers.
9am – 5pm Monday-Friday
400 North Ashley Dr., Ste. 1900
Tampa, FL 33602