SHRM_TLB_1.4.19

Thoughtful Advisors

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4302 Henderson Blvd - Suite 100
Tampa, FL 33629

About Thoughtful Advisors

  • We are an independent Tampa based fiduciary advisor firm. We create hassle-free retirement savings plans for businesses. Our mission is to provide the highest quality:

    * 401(k)- compare our plan to your current plan
    * Cash Balance - low cost and simplified
    * Tax-Free Income - max fund 5 pay + non-recourse leverage

    at the lowest cost possible with thoughtful fiduciary support. Isn’t that a better way to go?
Competitors of Thoughtful Advisors
  • We simplify hourly employee management for small business owners so they can thrive. Our easy-to-use customizable apps free owners from the stress and time sucking burden of payroll, scheduling, time tracking, benefits and hiring. We fuel our customers’ independent drive by providing... Read More
  • HR Source Staffing is a women-owned business, providing staffing options for HR needs. Our consultants are specialized, knowledgeable and experienced professionals ready to assist companies nationwide. From temporary backfills to project support or full-time hires, we can shorten your search for... Read More
  • Navigate Forward provides highly customized support to senior executives who are currently in transition, planning change in the future or seeking board service, helping them find their passion, their path and their place in the business community. Since our inception in 2008, we’ve worked... Read More

Products by Thoughtful Advisors

  • Tax-Free Income Plan

    Increase retirement savings 3 to 1 while providing immediate financial security and protection for valuable employees and their families. Employee funds 5 annual equal contributions (minimum $21,350) which are combined with non-recourse bank loans to maximum fund a cash accumulation low-cost... Read more
  • 401(k) Plan

    Our smart fin tech provides the highest quality plan at lower costs than competitors. Compare our plan to your current provide. We are often 40% - 60% lower cost with complete fiduciary protections. Read more
  • Cash Balance Plan

    A low cost hassle-free cash balance plan provides business with tax expense tool to create tax deductible retirement contributions. Read more

Content by Thoughtful Advisors

  • Don't Let the IRS Determine Your Taxes Paid By

    Wouldn't it be incredible to have a self-funded pension like retirement plan available for you when you decide to retire? Wouldn't it be even more incredible if that self-funded pension like benefit provides tax-free income like a Roth IRA or Roth 401(k) plan? How much more could you save into... Read more

News about Thoughtful Advisors

  • Don't Let the IRS Give You Tax Directions! Posted