Tampa, Florida
Financial advisor in Tampa, FL: virtual financial planning.
Boston Integrity is a Tampa, Florida-based virtual financial planning firm that works with business owners, individuals, and families. Meetings happen by video, and the firm coordinates with each client's CPA and attorney. Randall G. Boston, ChFC®, founded the firm.
Who we help in Tampa
Business owners, and individuals and families approaching retirement.
We focus on people whose financial lives are more complicated than the standard playbook handles. See the full picture on our who we serve page.
Tampa-area business owners
Owners whose company and personal finances are closely linked, including those thinking about growth, owner compensation, or a future sale or transition. We look at the business numbers and connect them to your personal plan, working alongside your CPA and attorney.
Planning for business ownersIndividuals and families deciding when and how to retire
Households approaching retirement who want to understand how savings, Social Security timing, taxes, and investments may fit together as retirement income. Outcomes depend on markets, taxes, and individual circumstances.
Planning for individuals and familiesNot sure which group fits? Read who we serve, or learn more about the firm.
How virtual planning works
Planning by video, with the same coordination you would expect in person.
Start with a 15-minute intro call
You describe your situation and we explain how the firm works. It is an introduction, not a tax review, and not a commitment.
Plan by video
Planning meetings take place by video, so you can meet from Tampa or wherever you are, on a schedule that fits yours.
Coordinate with your CPA and attorney
We work alongside the professionals you already use. We do not prepare tax returns or provide tax or legal advice.
Review as your situation changes
Reviews are scheduled around life and business events, such as a change in income, a retirement date, or a business transition.
What the services cover
Six areas, coordinated into one plan.
Each area gets dedicated attention, then the pieces are coordinated so retirement income, taxes, investments, and risk are considered together. Browse all financial planning services.
- Financial planning
- Retirement and income planning
- Investment management
- Tax-aware planning
- Risk and insurance planning
- Fractional CFO services for business owners
Planning is educational and depends on your circumstances. Results depend on markets, taxes, and individual circumstances, and investing involves risk, including the possible loss of principal.
How we are paid
Clear about compensation before anything is signed.
Boston Integrity may be paid through planning and advice fees, an investment-management fee on assets it manages, and disclosed insurance commissions when an insurance solution is the right fit. Each arrangement can create different incentives, which is why we explain which apply to you and how much, before you commit.
Read our approach and how we are paid and our disclosures.
Questions about working with a virtual planner in Tampa
Tampa financial planning questions, answered directly.
Let's talk
Talk with a Tampa-based virtual planning firm.
A 15-minute introductory conversation about your situation and how we work. It is an introduction, not a tax review.
No pressure, no jargon. Just a conversation.