“When can I stop working?”
Retirement income planning starts with what you spend, what Social Security may cover, and what you’ll need from savings. We can compare retiring on your target date with working another year.
Tampa Bay financial advisor | Brandon Barile, CFP®, CRPC®
Let’s talk about what’s on your mind.
I’m Brandon Barile, CFP®, CRPC®, a financial advisor and Wealth Management Partner with Generations Tax & Wealth Management in Tampa, Florida. Whether you have one question about retirement, Social Security, your investments, or how taxes fit into your plans, we can start there. On our complimentary 15-minute call, I’ll listen first, then we can decide together what deserves your attention next.
Talk with Brandon → Complimentary introductory call with Brandon
Where we can start
Questions we can work through together
“Which account should I use first?”
Choosing where to take retirement income matters. A withdrawal from an IRA can affect both your tax bill and future Medicare premiums. We can compare account withdrawal options before you decide where to draw the money.
“I earn more now. What should I do differently?”
A good year at work or in your business can change what you owe and what you can save. We can bring your tax and retirement decisions into the same conversation.
Your relationship with Brandon
One advisor who knows your whole financial life.
You might be thinking about retiring sooner, helping a parent who needs care, and deciding what to do with an old 401(k). Each question matters. The hard part is knowing how one choice affects the others, especially when your family is counting on you.
My job is to know you well enough to help you make those calls. We’ll talk through what matters most, decide what needs attention first, and make a plan for the rest. When a decision calls for your CPA, your estate attorney, or someone on our GTW team, I’ll help coordinate the details and follow up with you. When life changes, you’ll have someone to call who already knows the story.
Meet the Generations Tax & Wealth Management team ↗
Before you book
Questions about meeting with a Tampa financial advisor
What happens during the 15-minute call?
I’ll ask what prompted you to reach out and what you want help deciding. We’ll use the time to identify a next step, whether that’s a planning meeting, a conversation with a tax preparer, or a question to take back to your CPA. The introductory call is complimentary.
Can I book if I only need tax preparation?
Yes. Your first call is with me, Brandon. If you need filing help, I’ll connect you with the tax team to discuss your return and next steps.
Can I keep working with my CPA?
Yes. If you already have a CPA you trust, I can coordinate with them, with your permission, so your investment and retirement decisions reflect your tax situation.
Do I need a certain amount invested to call?
GTW welcomes an introductory conversation at any investment level. If ongoing services make sense, we’ll discuss the scope and fees before you decide.
What financial planning topics can I discuss with Brandon?
We can discuss retirement income, Social Security, investment accounts, IRA withdrawals, Roth conversions, required minimum distributions (RMDs), and how financial decisions may affect your taxes and estate plans. We’ll start with the issue that matters most to you.
What should I bring?
Bring the question you most want answered. A rough idea of your timing and priorities is enough for the first call.
What would feel good to have clearer?
Bring one question. We’ll start there.