Your First Meeting With Us
Not sure what to expect? That's exactly why this page exists. Here's everything you need to know before we sit down together.
What to Expect
No cost, no obligation, no pressure
About 45-60 minutes
A conversation, not a sales pitch
We'll ask about your goals, concerns, and current situation
You'll leave with clarity - even if we're not the right fit
What to Bring
- Most recent tax return (1-2 years)
- Social Security statement (from ssa.gov)
- Investment/retirement account statements (IRA, 401k, brokerage)
- Pension or annuity details (if applicable)
- Insurance policies (life, LTC, health)
- Estate documents (will, trust, POA - if they exist)
- A list of questions or concerns
Don't have all of these? That's perfectly fine. Bring what you have.
How It Works
We Listen and Learn About Your Situation
This is your meeting. We ask questions, take notes, and focus on understanding where you are today - your accounts, income sources, concerns, and what retirement looks like for you.
We Identify Gaps, Risks, and Opportunities
Using what you share, we'll walk through areas where your plan may have blind spots - taxes, income sequencing, Medicare costs, or estate planning coordination.
You Decide If Working Together Makes Sense
No pressure. No follow-up calls you didn't ask for. If we're the right fit, great. If not, you'll still leave more informed than when you walked in.
"You don't need to agree with everything — you just need to know whether this applies to you."
Ready to Start the Conversation?
No obligation. No sales pitch. Just a conversation about your retirement.
Book a MeetingFirst Meeting & Retirement Planning Consultations Across Tampa and Surrounding Zip Codes
Protective Wealth Advisors offers complimentary first meetings for pre-retirees and retirees across the Tampa Bay area. Meet with fiduciary advisor Rich Ison to discuss your retirement goals, tax strategy, and financial plan — no cost and no obligation.
Serving Tampa, New Tampa, South Tampa, Carrollwood, Westchase, Town N Country, Temple Terrace, Palma Ceia, Davis Islands, Seminole Heights, Hyde Park, Brandon, Riverview, Wesley Chapel, Land O' Lakes, Lutz, Odessa, Trinity, Clearwater, and St. Petersburg. We also work with clients across Florida and those relocating to the state.
Tampa zip codes served include 33602, 33603, 33604, 33605, 33606, 33607, 33609, 33610, 33611, 33612, 33613, 33614, 33615, 33616, 33617, 33618, 33619, 33620, 33621, 33624, 33625, 33626, 33629, 33634, 33635, 33637, 33647.