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Protect your most valuable asset, yourself! Investing make sense, picking a well thoughtout health insurance plan too.

Proud Member of the Economic Club of Tampa

Welcome to Suncoast Global Financial Advisers, LLC.

We have created this website to provide you with easy access to basic ressources and gain a better understanding of the concepts behind Insurance, Retirement & Estate Planning, as well as Wealth Preservation questions you may have.

Suncoast Global Financial Advisers (SGFA) is a fee only independent adviser under the De Minimis designation in Florida, giving you access to a large number of high net worth portfolio managers, index managed portfolios, asset allocation through mutual funds as well as personal managed accounts.

Please feel free to take advantage of these resources and visit us often as we feel our website is hosting a wealth of information; in the form of small videos, newsletter articles, calculators and reseach reports.

We frequently update our Learning Center and Market Watch information, and always feel free to contact us by phone or through the "Request A Quote" tab above.

Thank you.

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Newsletters

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators