David Cottrell, Westshore Financial Group

David Cottrell, Westshore Financial Group

Share

Organizing your financial world and simplify the planning process to help you achieve financial independence, not only for retirement but sooner.

This process helps clients achieve long-term goals while navigating life as goes through its peaks & valleys.

FR article: Ivan Watanabe 07/05/2021

To keep finances strong in times of crisis, "focus on savings instead of return rate," says Guardian Financial Representative Ivan Watanabe. This 3-minute read will tell you more about what else we've learned about money over the past year:

FR article: Ivan Watanabe finance.yahoo.com

FR article: Preparing for the next unexpected event 07/02/2021

Life is always unpredictable, but there are certain steps you can take to make sure you're financially prepared—even for disruptions like a pandemic. In this quick read, Guardian Financial Representative Alexander Collins points out the expenses that can interfere with your budget:

FR article: Preparing for the next unexpected event www.synchronybank.com

12 Mistakes You're Making When Creating a Budget 06/25/2021

Defining your money goals and creating a system for tracking how you're doing against them can help set you up for long-term financial success and give you a sense of control over your money

12 Mistakes You're Making When Creating a Budget hellogiggles.com

Want your business to be the top-listed Accountant in Clearwater?

Click here to claim your Sponsored Listing.

Location

Telephone

Address


2641 McCormick Drive Suite 102
Clearwater, FL
33759

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 8am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm