Estate & Financial Planning

RFS is a full-service CPA and Financial Planning firm in the Tampa Bay area since the early 2000's. Founding Partners are licensed Certified Public Accountants and AICPA designated Personal Financial Specialists, (CERTIFIED FINANCIAL PLANNER).

"Small Firm Personality - BIG Firm Knowhow"

Estate & Financial Planning

Our PFP practice is based upon the belief that each person’s financial affairs and objectives are unique and require customized planning solutions.

We provide complete financial planning services including:

  • estate
  • retirement
  • IRA & 401(k) planning
  • investments
  • tax strategies
  • tax preparation
  • advance tax problem resolution
  • accounting services & more

We will gather and analyze your information, assist you with the implementation and monitor your plan, while keeping you informed of new recommendations, we identify in our monitoring process.

Life circumstances can be tricky to navigate, whether your concerned with funding retirement, starting, selling or buying a business, going through a divorce, or dealing with end-of-life issues, let RFS be there for you.

Contact us today 813-491-0001

"Small Firm Personality - BIG Firm Knowhow"

Did you know?

The demand for financial planning services has never been higher. And the opportunities have never been greater.

The U.S. Bureau of Labor Statistics projects a 15 percent growth in the need for personal financial advisers over the next 10 years. The average growth rate for all occupations is 7 percent.

According to a Pew Research Center study, about 10,000 baby boomers will turn 65 every day over the next 10 years. Boomers will seek advice as they deal with the increased complexities associated with retirement, and wealth management. Over $30 trillion will transfer to the next generation over the next two decades.

Contact Us Today

Please fill out the form below with your name, e-mail, phone number and a brief message.