About Us

Setting The Bar

We Set the Bar for Financial Advisors

Over the years, many types of financial representatives have claimed to be a “financial advisor”.

The rules defining who may use the title “advisor” changed on June 30, 2020 when a new Securities and Exchange Commission (SEC) rule went into effect (Regulation Best Interest or “Reg BI”).  Since that date, the only individuals who are entitled to use the term “advisor” are those who have passed certain securities registration exams and maintain proper registration in your state.  Our firm’s financial advisors adhere to this new rule.

Is an advisor making recommendations about your financial journey? Ask.

Why Is This Important To You?
Because a financial advisor is an investment fiduciary.  Those with fiduciary responsibility must place their client’s interests before their own.

You want that.  We do that.  

Ask your current “advisor” about that.

We Cover The Three Financial Factors That Affect Your Life

Investing

Investment strategies to pursue your long term goals.

Start Investing

Insuring

Risk management designs to preserve your interests.

Start Insuring

Planning

One plan showing how your many resources work together.

Start Planning

The Power of Independence

Our affiliated advisors are independent practitioners. They choose the markets in which they compete, manage their practice their way, and never have sales quotas. Their goal is to serve your particular needs and exceed your expectations using:

  • Customized financial strategies
  • Independent insight
  • Unbiased/Nonproprietary recommendations
  • Focused service to fit your unique needs

The Power of Scale

Through our affiliation with Osaic Wealth Inc., our dually registered broker-dealer/investment advisor and part of one of the largest financial networks in the US, we can offer you resources that are often only found at large-scale financial operations due to their cost and complexity. We have the resources and capabilities to serve your needs.

  • Robust data security to help protect your personal information
  • Advanced paperless systems for your convenience
  • Strong compliance that helps to ensure financial regulations are met
  • A wide assortment of products, features, and options to fit your life
Contact Us

Disclosure

Please direct all questions to ask@mystages.com
Osaic Wealth Form CRS
The information provided is derived from sources deemed to be reliable. It is not intended as tax or legal advice, which we do not provide. Please consult legal or tax professionals for specific information regarding your individual situation.
The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security, which may only be sold by individual recommendation.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
We are registered to sell securities in all 50 US states.
We are licensed to sell insurance in all 50 US states.
Maps and some building imagery may be sourced with approval from Google Maps.
NextPhase™ is a retirement program offered exclusively through Osaic Inc., which owns our broker-dealer, Osaic Wealth.
MyStages® is a consumer wellness program by Signature Financial Solutions, LLC.
Signature Financial Solutions, LLC
1511 N Westshore Boulevard
Suite 1100
Tampa, FL  33607
Main Office: 813-287-8800  |  ask@sfsfirm.com
Check the background of your financial professional on FINRA’s BrokerCheck FINRA SIPC
© Signature Financial Solutions, LLC.  All Rights Reserved