Palestra Financial

Welcome to Palestra Financial.

Wanting to help people is what first attracted Francis R Palestra (Certified Financial Planner Practitioner & Investment Advisor Representative) to the financial services industry, and that is what has kept him going throughout a 40+ year career.  After 20 years in corporate finance, and now another 20+ years with the public, individual efforts have grown into a family practice.  Together with his son, Damon A Palestra (Chief Operations Officer & Managing Director), and the rest of the Palestra Team, they have introduced a vision for the next 40 years - Palestra Financial - a firm where financial structure is something that all existing and future clients deserve ... and receive.

Just another way that Palestra continues to help people help themselves to financial security.

At Palestra Financial, we work to assist clients in protecting themselves, their families and their businesses from the unexpected turns life often takes.  Our comprehensive planning approach charts a course and lends guidance for attaining financial security unique to each individual.  Our combined 70+ years of experience in financial services along with our uncompromising ethical standards provide a perspective that is paramount.

Whether you are interested in protection for your family, education funding for your children, growth or continuation of your business, saving for retirement, or a detailed distribution plan to last throughout your elder years, we want to help you achieve your goals by designing a financial strategy specific to your needs and ultimately ... your success!

We have been serving businesses, families, and individuals here in the Greater Tampa Bay Area as well as nationally for over 20 years!  Palestra Financial is committed to the deliverance of sound strategies along with family-style service necessary in providing financial structure you deserve!

If we can be of assistance to you, your family or your business in helping to make any financial goal a reality, please contact our offices in Tampa.  Until then, take a moment to explore the many tools this site has to offer...  Thank you for your interest and continued patronage.

Warmest Florida Regards,

~ Frank, Damon, & The Palestra Team

 

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Accumulation

Estimate the future value of your current savings.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Expanding a Student’s College Options

To help students cover rising higher-education costs, it may be wise to start saving as early as possible.

Overcoming Retirement Challenges

Four common obstacles to saving for retirement with suggestions on how to get back on track.

Want to Be Your Own Boss?

Developing a business after retiring from a regular job comes with risks and challenges.

Tax-Conscious Investing

How a mix of taxable and tax-deferred accounts could help reduce the effect of taxes on an overall portfolio.

More Newsletters →