When my father passed away unexpectedly after a short battle with cancer at only 66, my brother and…read moreI were left to manage my mother's inheritance and ensure that she was cared for and had everything she needed. My father was a procrastinator by nature and was sure he'd be around into his 90s just like his parents, so there was no estate planning done. Needless to say, everything had to be set up in a hurry and since we were all very emotional, we did not ask the questions we should have regarding the tax implications of the estate plan. After my father passed away, Nelson, a long time family friend, offered to help us navigate through the "aftermath". He ultimately got licensed in our state and took over primary communication with our less than stellar attorney as her inconsistent and sometimes incorrect information was becoming a burden on us as we were working full-time and still grieving. Nelson spent countless hours researching for us and determined that we needed an amendment to our family trust in order to protect the money we needed to care for my mother from going to taxes unnecessarily. We got all of this squared away just in time for my mother to pass away, just a little over a year after my father. Nelson's knowledge, experience, and dedication made an extremely difficult time a little bit easier on my family by removing the stress associated with the financial aspect. He has a wonderful ability to weed through the emotions at hand and determine the appropriate actions, not to mention a great deal of patience. We will forever be grateful for everything he did to help our family, and I know my parents are grateful, too.

From the owner: Odyssey Financial is a wealth management and retirement planning practice located in the Grand…read moreCentral District of St. Petersburg, FL, serving Tampa Bay and the entire West Coast of Florida. We couple our fee based financial advisory services with annuity and life insurance offerings to provide a well-rounded approach to retirement portfolio management. With over 10 years of experience working with Florida Retirement System participants, our primary focus is to serve those who serve our communities; educators, first responders and public employees.