Let Us Help You Create a Retirement Plan That Protects What Matters Most

Hey there, it's Jamie & Jamie. Retirement Planning can be a complex and intimidating topic to navigate on your own. With so many options and factors to consider, it's easy to feel overwhelmed and unsure of where to start. As Retirement Planning Specialists, we are here to help and understand the challenges of finding the right strategies to protect your family and assets.

We want to invite you to book your introductory meeting where you can better understand what it is that we do and determine if what we do fits with what you are looking for.

Meet James & Jamie Irwin

Retirement Planning Specialists

Tampa, Florida

We are am passionate about delivering first class solutions to your financial and retirement needs and extraordinary customer service. You will be heard, respected, and deeply valued. When we are not working, you’ll find us spending time with our four amazing daughters and two dogs. We love the water, sailing, and scuba diving. Every day is a blessing, and we consider it a privilege to serve you!

Our Unique Approach

Every family needs a present financial position and a future financial position built for them. We advise our clients on how to preserve and protect their hard-earned money and eliminate capital loss risks via market, tax, and inflation risks.

In less than 15 minutes we can help you answer the 4 most important financial questions:

1) Do you know what rate of return you need to earn on the money you have today to be able to live in the future like you live today, adjusted for inflation, without running out of money before your life expectancy?

2) Do you know how much you need to be saving on a monthly or annual basis to make sure you will have enough in the future for you to live like you live today adjusted for inflation?

3) Do you know how long you will have to work doing what you are doing now before you will be able to live on what you have accumulated and your money last to your life expectancy?

4) Do you know how much you will have to reduce your standard of living during retirement the future to keep your money from running out before your life expectancy?

We are also uniquely trained at helping our clients eliminate wealth leaks in 5 major areas. The average American family saves only 4 cents of every dollar earned and spends the other 96. Most financial advisors focus on providing investment strategies for only those 4 cents. We take a very different approach where we analyze the entire dollar and specialize in finding areas of your spending that are creating wealth transfers.

The five major areas wealth transfers occur are:

1. How you pay for your house

2. Funding your Qualified Plan

3. Taxes

4. Education expenses

5. Major capital purchases

Our job is to help you avoid transferring your hard-earned money away unknowingly and unnecessarily to the IRS, your lender, or your money manager. We can help you find the right lifetime cashflow strategy, proactively manage your process, and advise you on wealth creation strategies.