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Download Booklet: Tax Advantaged Retirement Solution

The Tax Advantaged Retirement Solution booklet can help you understand and remove unnecessary tax implications from your financial and investment accounts or holdings.

Download Your TARS Booklet Here...

The Tax Advantaged Retirement Solution booklet can help you understand and remove unnecessary tax implications from your financial and investment accounts or holdings.

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Brandon Barile, CFP®CRPC®

8309 Gunn Hwy
Tampa, FL 33626

Phone:

813-448-6766

Fax:

813-388-4270

E-mail:

Founder of LinkedIn Group "Get Connected in Tampa Bay"

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For over 25 years, Brandon Barile, CFP®  has pursued a unique mission of bringing clarity to complex financial situations through transparent, tax-efficient plans guided by your unique goals. As Fiduciaries with access to many investment and planning vehicles, the recommendations are driven by your best interests. No commission biases. No limited family of funds. Just prudent, holistic financial plans that steadily build wealth for long-term prosperity and peace of mind. Think of the team as your personal CFO—available whenever you need them as a partner and planner for your entire financial life.  As such, please download the TARS, Tax Advantaged Retirement Solution Booklet at the top of this page.

Brandon is a Certified Financial Planner™ (CFP®) professional and Chartered Retirement Planning Counselor (CRPC®). He adheres to the Code of Ethics and Professional Responsibility stipulated by the Certified Financial Planner Board of Standards and maintains a rigorous program of continuing education.

Brandon has lived in the Tampa Bay area since 1978 and is a graduate of the University of South Florida (USF). He is married to his wife Janna of 26 years. Together they have two sons: 22-year-old Alexander who is a recent College Grad and 18-year-old Max who is starting College.

Ultimately, everyone who is nearing retirement or is retired has financial questions or concerns and they deserve some answers. That is the very reason these resources are made available to you. We hope the information will get you pointed in the right direction.  Brandon is happy to discuss your questions with you, call him anytime. 813-448-6766.

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Explores how investment strategy changes once retirement begins.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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How much will it cost to pay off a loan over its lifetime?

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

How much would your monthly lease payment be?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck