Transparent Retirement Group

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Transparent Retirement Group Helping you retire with confidence, grow your wealth, and protect what matters most.

10/29/2026

Retirement looks different for every person, and that’s what makes the work worth doing.

Health care, income, protection: no two clients put the pieces together the same way. The best part of the job is sitting down with someone and figuring out how their puzzle fits.

Meet one of the advisors who does exactly that.

10/27/2026

October is Cybersecurity Awareness Month, and scammers know Medicare season is their busiest time.

Medicare and Social Security generally will not call you out of the blue asking for your number, your bank information, or a payment. If someone pressures you to act right now, hang up and call the number on your card yourself.

Have you gotten a suspicious call or text this month? Share what they said so others can spot it.

10/26/2026

Having the right credentials is one thing. Having a team that helps you keep building on them is another.

Quinn’s story is a good example of what happens when advisors are encouraged to keep learning. The result is better-rounded guidance for clients and a stronger foundation for the advisor.

Growth looks different when the people around you are invested in it.

Good guidance starts with being understood.When someone takes the time to explain things clearly, planning stops feeling...
10/21/2026

Good guidance starts with being understood.

When someone takes the time to explain things clearly, planning stops feeling overwhelming and starts feeling doable. That's what we strive for with every client.

Thank you to our client for sharing such kind words. We're grateful for your trust.

10/20/2026

Plenty of people can explain the financial world. Fewer make you feel like they're looking out for you inside it.

Some firms are built on products and numbers. The ones people stay with for the long haul are built on people who genuinely care how a client's story turns out.

That kind of culture isn't something you can fake, and it shows in who chooses to stay.

10/14/2026

One team, a lot of ways to help.

Whether you’re looking at Medicare, final expense, or supplemental coverage, thinking about life insurance as a legacy for your family, or planning your investments, TRG can now support all of it in one place.

Different stages of life bring different questions. It helps to have one team who can look at the whole picture with you and your family.

Curious what’s on your mind right now? Send us a message and let’s talk.

10/05/2026

Not every advisor wants the same thing. Some want to focus on doing great work for their clients. Others want to build something bigger, their own office, their own team.

The right firm makes room for both.

That's the kind of place we set out to build. 💪🏻

09/29/2026

A quarter point doesn't sound like much. But rate changes like this touch nearly every corner of a financial plan, from what you pay to borrow to what your savings actually earn.

Most people notice the headline and move on. The ones who come out ahead are the ones who ask what it means for their own situation.

We'll keep translating these moves so you don't have to guess.

09/22/2026

“Annuities suck.”

That gets attention… but it isn’t the whole story.

Yes, there are annuities with long surrender periods, high fees, or features that simply don’t make sense for certain people. Those deserve to be questioned.

But saying all annuities are bad is like saying every car, house, investment, or food choice is bad because you’ve seen a few terrible ones.

The reality is there are annuities with no fees, annuities designed to protect your principal, and annuities that can provide guaranteed lifetime income when they’re appropriate.

The bigger issue isn’t whether annuities are good or bad—it’s whether the right person is in the right product for the right reason.

A good financial strategy isn’t about choosing sides. It’s about understanding your options and using the right tool for your specific goals.

Some client relationships go beyond the numbers.Planning for the people you love most is deeply personal. We're grateful...
09/16/2026

Some client relationships go beyond the numbers.

Planning for the people you love most is deeply personal. We're grateful to be trusted with that.

Thank you, Marsha, for trusting us with something so personal, and for sharing your story with us.

Address

500 N Westshore Boulevard, Suite 1015
Tampa, FL
33609

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18136785330

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