Straightforward, low-fee retirement strategy and financial planning for residents of Tampa and Hillsborough County, available through our nearby St. Petersburg office.
Key Takeaways
Convenient access: Served by our nearby office in downtown St. Petersburg at 165 5th Avenue NE, located roughly 25–30 minutes from South Tampa and Downtown Tampa via I-275 S over the Howard Frankland Bridge — both in-person and virtual meetings are available.
Independent advice: Fiduciaries on all accounts—ensuring our financial guidance is in your best interest.
Tax-aware strategies: Coordination among taxable brokerages, Roth IRAs, and traditional IRAs/401(k)s as you transition into retirement.
Customized execution: Comprehensive wealth management built around low-cost index funds rather than speculative trading.
Is there a financial advisor near Tampa, FL for retirement planning?
Yes. One Day In July provides retirement planning services to residents across South Tampa, Hyde Park, Tampa Palms, and Hillsborough County from our nearby St. Petersburg office. We meet with clients both in person and virtually to review current holdings, analyze retirement readiness, and establish sustainable distribution plans.
What should Tampa retirees evaluate when drawing down assets?
Transitioning from accumulating wealth to spending down retirement accounts requires careful structure. Key items to navigate include tax implications on distributions, required minimum distributions (RMDs), Florida's tax landscape, and portfolio expense drag. Consolidating legacy workplace accounts (such as 401(k)s or 403(b)s) into an IRA can streamline management and reduce internal fund costs.1
How does living in Tampa and the surrounding area influence your long-term plan?
Whether your priorities include spending afternoons boating out of Bayshore Boulevard, enjoying golf rounds at Palma Ceia, traveling during peak summer months, or simply preserving your principal to leave a legacy, retirement in the Tampa Bay region may be different for everyone. We build disciplined portfolios designed to weather market volatility while providing reliable cash flow for the lifestyle you want.
Frequently Asked Questions
How far is One Day In July's office from Tampa, FL?
How does your firm handle risk management for retirees?
What are your advisory fees for wealth management?
Let us guide you through a retirement strategy that is built to last. Request a free initial consultation with a local advisor.
1. The decision to roll over a workplace retirement plan into a personal IRA should be considered on a case-by-case basis, as it may not always be the most prudent choice, depending on the specific facts and circumstances involved.
