For Tampa Bay residents ages 60 to 70
A complimentary 15-minute phone call with Steven Bosworth. Nothing to buy. No computer needed. He calls you.
Watch the 8-minute video
Video from Steven Bosworth coming soon
Prefer to talk to a person? Call (813) 428-7521.
No cost, no obligation
It compares thousands of claiming options and shows you, in black and white, what each choice pays.
The report is education about Social Security. Your official benefit statement is always available free at ssa.gov/myaccount.
What is the color of your money?
When you were working, your paycheck covered the bills. In retirement, the big question is how much of your monthly income is money you can count on.
Filling the gap, in plain English
Social Security usually covers only part of the bills. For many of Steve's clients, the rest of the gap is filled with a fixed index annuity with a lifetime income benefit. Steve says that plainly, because he doesn't believe in hiding what something is.
Steve compares options side by side from many highly rated insurance companies, explains every cost in writing, and has one rule: no one buys until they can explain it back to him.
Meet Steve and Michelle
Around 2009, Steve's grandmother trusted the wrong person with her retirement. She lost everything, including the house she had lived in for 40 years. That's why Steve moved into retirement income, and why he works the way he does.
Steve and his wife Michelle run Bosworth Financial Group in downtown Tampa. Most people meet Steve at the Social Security classes he teaches at rec centers around Tampa Bay. No steak dinners, just a classroom and the facts. They meet clients at their office or at the client's kitchen table, and they service every client personally, year after year.
Steven Bosworth, Managing Director, Bosworth Financial Group.
How it works
1
Answer a few quick questions below and choose a time that works for you.
2
A 15-minute phone call to learn your situation. No computer needed.
3
Meet face to face, at his office or your kitchen table, and go over your report. If you're married, bring your spouse.
Before your call, think about one question: what guaranteed monthly number do you want? Write it down.
Your questions
No. Your report is yours to keep either way. If you'd rather not hear from us again, just say so and we won't bother you.
No. It's a regular phone call. Steve calls you at the time you choose.
If you can, your estimated benefit at full retirement age from ssa.gov/myaccount or your latest Social Security statement. If you can't find it, that's fine. Steve will help.
Yes, please. Decisions about Social Security and income affect both of you.
Not at all. A second look is smart with something this important.
No. Bosworth Financial Group is a private insurance agency and is not affiliated with or endorsed by the Social Security Administration or any government agency.
Yes. Bosworth Financial Group is an insurance agency. At your appointment you may receive information about insurance products, including annuities. If one fits, he'll show you the options side by side. If not, he'll tell you.
Florida law gives you 21 days after you receive a new annuity contract to cancel it for a full refund of your premium.
Step 1 of 2
Answer a few quick questions. On the next screen, you'll pick a time and Steve will call you.
Prefer to talk to a person? Call (813) 428-7521.
