A Message From Our CEO
There is no greater treasure or value in the world than earning another individual's trust. Whether it is found in friends, family or colleagues, the power of trust is something I value and serves as the foundation to which Finance CAPE was built on.
Any relationship that brings value requires two things; transparency and honesty. Through the incorporation of our hybrid family office model we are able to facilitate meaningful discussions with every professional involved in the health and well being of your finances. This includes CPA's, attorneys, insurance professionals, and other financials advisors. With your goals and needs at the forefront of every relationship, we serve as an intermediary between all professionals involved to ensure no opportunity is overlooked that will reduce your taxes, increase your wealth, and protect your resources.
For the past several years we have had the privilege and opportunity of serving hundreds of individuals, families, and businesses. We have taken great measure to forge relationships that are grounded in trust. Each and every one of our clients know that we put their goals and best interest first in every decision or recommendation made.
The value and service we provide to our clients is as much short term as it is long term. With the incorporation of our family office approach, we are often able to provide immediate tax relief with a long term goal of positioning our clients in the 0% tax bracket upon retirement. This is no easy task and requires trust, transparency and honesty on our end, your end, and all other professionals involved in the planning and oversight of your financial well being. If you don't have trusted professionals in your life we are happy to provide them for you as we have a strong network of allied firms that we work closely with on a daily basis. Quite frequently, clients have their own CPA and attorney they enjoy working with and we are happy to work with them as well.
We are in the business of saving you money, making you money, and protecting your hard earned resources. Our approach to financial optimization starts with candid conversations about where you are currently at, where you want to be, and opportunities that you have been missing along the way. Once we identify what those opportunities are we begin discussions with your preferred CPA, attorney, and insurance agent to determine what it will take to capitalize on those missed opportunities and setting a plan in motion to maximize your earnings and diminish your losses.
We at Finance CAPE believe in trust, transparency, and the power of collaboration as a means of providing you with the financial well being and protection that you deserve.
Yours in health and wealth,
501 East Kennedy Boulevard, Suite 1050
Tampa, Florida. 33602