Cheryl Boyles Co. – Cheryl Boyles
Hired to find cash for businesses and physicians' offices by lowering taxes and expenses without additional revenue or interruption to their business.
Cheryl Boyles, RICP
Money Mentor~ Retirement & Benefits Strategist
Author ~ Speaker ~ Business Services ~ Host of Wine and Wealth TV
Retirement Income Certified Professional (R)
Founder Compass Financial Partners, Inc. & Retirement Planning Center of FL
All of your life-your True Wealth. Not just your money.
How can we help you Excel in Finances and Life?
We work in trust and as fiduciaries. That means what is in your best interest through transparency, simplicity, and clarity to empower and elevate you in money but also career and life. That means supporting your true needs and wants - not just your finances.
Our team has decades of experience in maneuvering the journey of a lifetime
seasons of change
growth of families
economic and social changes
Wealth is more than money. Wealth allows you to fully experience life’s opportunities and relationships and to give to what matters most to you. Money is just the “tool” that helps to elevate and support you to that pinnacle. We get it.
Yet we also know that today's economic reality and tomorrow's taxes and uncertainty need mitigation. We get that too!
We also get you.
As the lead, I am an entrepreneur, owner of businesses, on the inside view of family medical practices, and have family obligations. And I have learned from painfully watching my 2 successful dads-a a prominent Cardiologist and a self-made survivor of childhood disability turned multi-business owner - do everything right yet still fall short and lose legacies from lack of a unified plan. I have also lived through curveballs in caring for a special abled son that took me down a right turn that looked very different to experience challenging tradition, preservation, and reclaiming wealth.
My experience has only multiplied my original passion to help you navigate money but most importantly to THRIVE.
Today my team and I are privileged to bring best-in-class options as well as lesser-known strategies to our hard-working, expert clients who want more prosperity and good around us. We love to explore what women and couples truly need to build their wealth and Legacy. To help your businesses and practices to grow profits and efficiencies while bringing the confidence to navigate and thrive beyond the perils that can strike.
We stand for true wealth – experiencing well-being, freedom, confidence, power, and dignity. Where we all enjoy, contribute, and are celebrated with a seat at the table.
After assisting over 500 clients from the boardroom to the living room just like you, I cannot wait to see where we can help you excel.
We are glad you are here… Let's partner to help you take control of your future.
We offer stand-alone financial planning where we work with you to provide solutions to specific areas without requiring an investment relationship. This allows us to work with people who may not have large investible assets, liquid assets, may not be ready to commit assets or may not want to leave their current financial relationship-yet recognize the value of unified planning or have immediate an need.
Lifestyle: Income/expense evaluation and spending plan
Net worth/balance sheet explanation and planning
Retirement plan analysis
Estate planning (with our legal partners)
Investment review to enhance your portfolio
Tax mitigation (in combination with our tax partners)
Business finances /cost segregation/profit recapture and leaks analysis
Insurance/protection review and recommendation
License No. A027807
Core Financial -Alex Pendley
We provide residential financing for homes.
Edward Jones – Nicole Crothers
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. All of this leads to a relationship and partnership focused on your success and becomes second to none in your financial world!
I graduated from Shepherd University with a bachelor's degree in business administration with a concentration in small business entrepreneurship and this has fueled much of my career, as I have been in the financial industry supporting business owners and their families' needs since 2012.
The greatest token of your appreciation is referring me to someone you care about. It would be my honor to be their financial partner as well!
CRD# 7127454; FL W593049.
Finances Made Simple – Sherri LaCasse
We work with businesses to help them apply for the Employee Retention Tax Credit and the Research & Development Tax Credit.
We also provide Tax Strategies and Estate Planning for businesses and individuals.
We are an independent, full-service insurance agency, offering solutions for businesses, individuals, and seniors.
Finances Made Simple works with the top insurance companies to offer our clients the best coverage.
We design plans with a focus on low out-of-pocket cost, while maximizing insurance benefits. This is accomplished by providing personalized insurance advice aimed at helping our clients make better-informed decisions regarding their plans.
From day one, our team has led the insurance industry by basing our business on the commitment to our clients and prospects by:
Listening to your specific needs
Focusing on personalization
Having the best customer service
Business Investment Tax Recovery
You've invested in your business. It's time to claim your credit.
The R&D tax credit is available to any U.S. business that spends time and resources on new development, improvements, or technological advancements in effort to improve upon its products or processes. The credit can also be available to American Business owners that have improved upon the performance, functionality, reliability or quality of existing products or trade processes.
Focus Wealth Strategies, LLC. – Tom Mitchell
At Focus Wealth Strategies, LLC, our “Primary Mission” is to help our clients and their families pursue their financial goals by creating an office committed to professional service, integrity, honesty, and straightforwardness. We do this by always keeping the best interests of our clients as our top priority.
We strive to always have an answer to our clients’ questions, but when we don’t have the answer right away, we are devoted to getting the answer as soon as possible.
We are ardent about serving our clients no matter where they live in Florida.
We have two office locations where our clients can visit us, or we are always willing to make the effort to visit them in their homes if it is inconvenient for them to come to us.
We can also communicate via phone, mail, or by e-mail.
As with all full-service investment firms, we offer a complete range of investment services and products including individual stocks and bonds, mutual funds, fixed and variable annuities, real estate investment trusts, and managed accounts, along with life, health, long-term care, and disability insurance.
Tom Mitchell serves as a LPL Financial Advisor with Focus Wealth Strategies, LLC.
Before joining Focus Wealth Strategies, Tom was blessed with a 30-year career as a Commercial Banker providing consultative financial advice to owner managed businesses, professionals and real estate investors.
As Tom and his wife, Rhonda have slowly moved toward being empty nesters, Tom felt a call to also assist other individuals moving into a new season of life.
Tom has a B.S. degree in Finance from the University of South Florida.
His professional registrations include the Series 7 and Series 66 security license held through LPL Financial, and his Florida Health, Life and Variable Annuity license.
Born and raised in the Tampa Bay area, Tom and his family have been active members of Hillsborough United Methodist Church for the past 35 years. He currently sits on the Leadership Team as the Missions and Outreach Team Leader and is a current board member for the Florida Marketplace Ministries, Inc.
Tom and Rhonda have been a foster family for 15 years and are blessed with eight amazing children.
In his spare time, Tom loves camping and hiking with his family and serving at the Thrift Store for his church.
LPL Financial Advisor at Focus Wealth Strategies, LLC
Tom has a B.S. degree in Finance from the University of South Florida.
Tom and his family have been active members of Hillsborough United Methodist Church for the past 35 years.