TAMPA BAY ADVISORY, LLC
OLDSMAR, FLORIDA

Tampa Bay Advisory At Tampa Bay Advisory, we are dedicated to providing Individuals and Business Owners the best information and guidance for their financial future. We believe in an unbiased, transparent approach so you can make the smart decisions. There are Pros and Cons to many financial products and services and we take pride in educating our clients as well as designing plans that fit their needs. We practice the Fiduciary Standard here at Tampa Bay Advisory every day and unlike Banks and Big Box Retail Brokerages we have NO proprietary products or services to sell and there are NO sales quotas here either. We practice full transparency and disclosure in all of our business dealings which sets us apart from most in the industry. Michael started his investment career in 1999 trading stocks and commodities. He soon realized his passion was helping people plan for a successful retirement and a secure financial future. To better serve his clients, Michael became an Investment Adviser Representative as well as a Registered Financial Consultant (RFC). As an Investment Adviser Representative, Michael acts as a fiduciary to his clients, which means he is bound by legal duty to always put his clients’ best interests first. To fulfill his Fiduciary obligation he uniquely positioned himself by representing dozens of industry leading companies so he can provide outstanding results for his clients. Michael has a rare ability to blend balanced, holistic financial advice in an easy-to-understand approach, helping provide his clients with confidence and peace of mind about their financial future and retirement. Entrepreneurship has helped shape and guide Michael most of his adult life and he enjoys showing small to medium size business owner’s unique but powerful strategies and applications that can greatly reduce their Tax Burden and Increase Profitability. That’s why Michael is known as “The Business Owners Best Friend” Michael owns Tampa Bay Advisory, LLC which is located in Oldsmar, Florida making it very accessible from Pinellas, Pasco and Hillsborough counties. Michael has been a Pinellas County resident since 1980 and he is married to his wife Annie. They have three daughters and seven grandchildren. Investment Advisory Services are offered through SGL Financial, LLC, a Registered Investment Adviser. Insurance and other financial products are offered through appropriately licensed and appointed individuals in various jurisdictions. Information presented herein is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Viewers or readers of the information contained herein should be aware that any action taken by the viewer/reader based on this information is taken at their own risk. This information does not address individual situations and should not be construed or viewed as any type of individual or group recommendation. Be sure to first consult with a qualified investment adviser representative, financial adviser, tax professional, and/or legal counsel before implementing any securities, investments, or investment strategies discussed herein. Investment Advisory Services are offered through SGL Financial, LLC, a Registered Investment Adviser. Insurance and other financial products are offered through appropriately licensed and appointed individuals in various jurisdictions. Information presented herein is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Viewers or readers of the information contained herein should be aware that any action taken by the viewer/reader based on this information is taken at their own risk. This information does not address individual situations and should not be construed or viewed as any type of individual or group recommendation. Be sure to first consult with a qualified investment adviser representative, financial adviser, tax professional, and/or legal counsel before implementing any securities, investments, or investment strategies discussed herein.