No pressure. No obligation. Just a private, complimentary conversation focused on where you are, where you want to go, and the questions and options along the way.
For families who’ve spent a lifetime building wealth, Transparent Retirement Group brings candid, personalized guidance to the decisions that matter most — so you retire with confidence, not guesswork.
2025 Best of Tampa — Financial Planner Award
13 Offices Nationwide
SEC-Registered Investment Advisor
Held to a Fiduciary Standard of Care
Clients Served
0+
Billion Combined Assets Under Management
0+
The TRG SHIELD Process
A More Complete Approach to Retirement Planning
Retirement isn’t built around a single product or decision. The TRG SHIELD Process brings the key pieces of your financial life together into one coordinated strategy — designed around where you are today, where you want to go, and what matters most along the way.
Your plan is built to evolve with you, helping you navigate changing markets, tax considerations, healthcare needs, income decisions, and the legacy you want to leave behind.
Built around your goals, priorities, and vision for retirement
Designed to bring the different pieces of your financial life together
Reviewed and adjusted as your life, needs, and retirement evolve
Your retirement is personal. Your plan should be too.
Transparent Retirement Group was built around a simple belief: retirement planning shouldn’t happen in pieces. The decisions you make about your investments, income, Social Security, healthcare, insurance, taxes, and estate can all affect one another — and your retirement strategy should reflect that.
That’s why working with TRG means more than working with a single advisor. You have an extensive team of professionals and specialists behind you, bringing different areas of experience together to help support your goals and your overall retirement strategy.
Our full-service wealth management team helps clients navigate changing markets, manage their investment portfolios, and align their assets with their long-term objectives. Our Social Security specialists help clients understand their benefits and evaluate claiming strategies within the context of their broader retirement income plan. Our healthcare and Medicare professionals help navigate one of retirement’s most important — and often confusing — expenses.
For clients thinking beyond their own retirement, our estate planning attorneys help address the legal side of protecting and transferring a legacy, while our insurance and income specialists can help evaluate strategies designed to protect against risks that could impact the plan.
The result is a more coordinated approach to retirement planning — bringing the right people to the table when they’re needed rather than expecting one person to have every answer.
And through it all, our philosophy remains the same: education first, transparency throughout, and a strategy built around you.
Because at TRG, you’re not just getting an advisor.
One relationship. Every aspect of your financial life.
Expert strategies to align financial goals, optimize resources, manage risks, and ensure sustainable growth for long-term business success and stability
Financial Planning
A written, personalized roadmap for income, taxes, healthcare, and legacy — revisited with you at every stage, not handed over once and filed away.
Wealth Management
Disciplined, goals-based investment management designed to help protect what you've built while giving it room to keep growing.
Property & Casualty
A second set of eyes on your home, auto, and umbrella coverage, so a single gap in protection doesn't undo decades of planning.
Group Benefits
For the business owners in our practice, benefits packages that take care of the people who helped you build your company.
Why “Transparent”?
Clarity You Can Count On
We believe financial planning should be clear, straightforward, and built around you. You should understand the recommendations being made, the costs involved, and how each decision fits into your overall financial picture.
You'll never wonder what you're paying, or why.
I.
Clear, Straightforward Fees
We believe you deserve to understand what you’re paying and the value you’re receiving. Fees and costs are clearly explained so you can make informed decisions with confidence.
II.
Advice Centered Around You
Our advisors are committed to putting your interests first. Every recommendation starts with understanding your goals, priorities, and financial situation—not simply finding a product to sell.
III.
A Plan You Can Understand
Financial planning shouldn’t feel complicated or confusing. We take the time to explain your options in plain English and provide a clear strategy designed to help you understand where you are today, where you want to go, and the path forward.
