The white sandy beaches of Tampa, the temperate climate of Orlando and the big city bustle of Jacksonville, Florida all make for wonderful and diverse locations for happy retirees. While there is plenty to do in Florida, we’ve found that most happy retirees are not interested in spending their newfound free time focused exclusively on their retirement portfolio. After a lifetime of careful money management, the switch from the accumulation phase of life to reaping the benefits of your hard work can be a daunting task. The team at Capital Investment Advisors is focused on educating and empowering our clients to understand and confidently make this switch. Our financial advisors specialize in developing and maintaining income-oriented investment portfolios that are custom-tailored to fit your lifestyle, goals and needs. We aim to help families generate a steady stream of income from their retirement savings while also advising on a wider array of areas in financial planning. The investment advising that our team offers serves our ultimate goal: helping your family find happiness in retirement.
Meet the Florida Team
Our advisors are all local to the Tampa Bay area and happy to work with you on your individual retirement needs wherever you are in your financial journey. We are available to meet via video call, phone call or in person, whichever works best for you. Read more about our team below and let us know when you’d like to meet.
Our Florida office overlooks the beautiful waters of the bay with a view of downtown St. Pete on a clear day.
Capital Investment Advisors Florida office:
2502 N Rocky Point Dr #675
Tampa, FL 33607
At Capital Investment Advisors, we are dedicated to our partnership with you. We see ourselves as a partner in your financial life and because of this investment, your goals are our goals too. In addition to providing portfolio management services, our advising team can assist you with insurance, taxes, and estate planning. We make it a point to always be standing by when you need us, and to have a strategy in place when you are ready to take the next step. Our intention is to make investing stress-free and simple as possible so that you sleep well at night.
Ask our Advisors
Are you wondering if you’re on the right track to a happy retirement or have another financial question in mind? Click the button below to ask our advisors and we’ll get back to you as soon as possible. In the meantime, check out some of the questions our advisors have answered in the videos below.
Read and listen to our take on the latest financial news.
Find Happiness in Retirement
Wondering what it takes to become a happy retiree? Our team has done extensive research to tease apart the differences between the happiest and most unhappy retirees. Ultimately, we want to get a better grasp of the emotional component of retirement, so we can all set ourselves up to be financially stable and happy retirees. Here are a few resources to get you started.
Capital in the Community
Go Bucs! What an awesome way to close out the 2020 football season. Danielle and Adria celebrate the Super Bowl win with their families.