Robert Bishop Financial Planning & Services

Robert Bishop Financial Planning & Services

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I am a fee based, independent investment advisor and financial planner. I offer custom wealth manage

I offer custom wealth management for individual accounts, traditional and Roth IRAs, 401k accounts, retirement rollovers and Coverdell education savings accounts. I am also a licensed, independent life insurance and annuities agent. I offer comprehensive financial planning and financial counseling for most any financial area including debt and budget counseling.

What's My Potential Estate Tax? 03/17/2026

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

What's My Potential Estate Tax? This calculator helps estimate your federal estate tax liability.

Forecast 03/14/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

Forecast This short video helps explain why markets can be as unpredictable as the weather.

Capital Gains Tax When Selling Your Home 03/10/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

Capital Gains Tax When Selling Your Home If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Estate Strategies of the Rich and Famous 03/07/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

Estate Strategies of the Rich and Famous The examples of famous celebrities underline the need for a clear estate strategy.

Life Insurance Myths: Debunked 03/05/2026

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Life Insurance Myths: Debunked Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

Monthly Market Insights | March 2026 03/05/2026

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

Monthly Market Insights | March 2026 Monthly Market Insights | March 2026 U.S. and Canadian Markets U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East. Th...

Interested in a Fuel Efficient Car? 03/03/2026

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?

Interested in a Fuel Efficient Car? Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Location

Telephone

Address


4326 W El Prado Boulevard, Ste 3
Tampa, FL
33629

Opening Hours

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