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.
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
Meet Dan! Dan is an Investment Advisor in our Florida office. His favorite way to spend the day is with his family outside – whether it’s riding bikes or being on the beach, the kids keep busy outside. The last series Dan enjoyed was The Last Dance – Michael Jordan 30 for 30. He also shared with us what his happy retirement looks like, “To me, a happy retirement means having minimized worries, enjoying hobbies, and spending unlimited time with friends and family.”
Meet Adria! Adria is an Investment Advisor in our Florida office. Three things Adria can’t live without are her husband and children, iced lattes from Starbucks, and the beach. The first place she’s going once she gets her COVID vaccine is on a tropical vacation! She hopes to spend her 10th wedding anniversary and with family and friends in the Caribbean once everyone is vaccinated. Adria says “A happy retirement means being able to enjoy quality time with family and friends, having the opportunity to travel, and finally seeing your hard work pay off”.
Meet Danielle! Danielle is a Client Service Associate in our Florida office. Her favorite way to spend her day is going for a run, getting coffee, then spending the day with her family, friends, and puppy, Georgia. Danielle’s idea of a happy retirement means enjoying life to its fullest with the ones you love most and without any financial worries.
Go Bucs! What an awesome way to close out the 2020 football season. Danielle and Adria celebrate the Super Bowl win with their families.