Founder/CEO

 Tavia  a  Strategist that specializes in wealth management and insurance protection for entrepreneurs. She help Individuals, families, businesses and investors of all kinds create tax free retirement plans using  no risk investment strategies. Her passion is helping people make sound investments that provide them with financial security.  As a mother of two boys, She understands the importance of creating secure futures for our families. That’s why Tavia is  passionate about providing real estate investors and other investors with the best strategies to ensure their financial success. Utilizing life insurance she will  show you how to “Experience the Power ” of Being the Bank.

  Athletic Partner

Tarence Kinsey. A retired NBA star and now focus on educating   athletes about helping build generational wealth.  Tarence is  driven about educating athletes about the importance of disability insurance to help secure their future earnings and building generational wealth for their families. His goal is to make sure that every athlete has the best chance at success and financial stability when their playing days are over.

CPA

Partner

TBD

Contact


tarence.k@theswco.com

Tampa


Tampa, Fl 33687
United States

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.