About

project

Dolphin Financial Group

Focused on Retirement Planning

Our Goal: We strive to be the primary source of financial guidance for people approaching retirement or already in retirement. We want to reduce the stress level of our clients by developing accurate customized retirement plans which eliminate the anxiety surrounding "guesswork" and the "unknown".
Our Specialty: We specialize in providing guidance on the financial questions many people face during, and leading up to retirement.

Our Philosophies

  • Keep things simple - we use easy to understand language and educate our clients
  • Independence - we work for you and have no corporate influence or puppet strings
  • Income first - we make sure you can pay the bills, even after you stop working
  • Act In Your Best Interests - We act as a fiduciary and must do what is best for our clients (not our pockets)
  • Comprehensive Service - We go beyond investments and review all financial aspects of life (holistic advice). We may not have the answer, but we make sure the answer is found and aligns with the overall plan.
  • No Pressure - We avoid high pressure tactics and there is never an obligation to become a client
  • Retirement Planning and Investment Advisory services offered by Dolphin Wealth Management, Inc.
    Insurance services offered by Dolphin Insurance Inc.
    Located in Clearwater and serving Tampa and St Petersburg, Florida

    Financial Services

    As Retirement Planning Specialists, we offer a comprehensive array of services specifically designed to help people retire with peace of mind.