Welcome to Palestra Financial... We are proudly Celebrating Nearly 35 Years!!! 1986 to 2020 ...And, we have expanded to Trinity, Florida with our NEW "Main" Offices now OPEN and fully operational with an advanced Video Conferencing Room capable of hosting face-to-face meetings during this COVID-19 concern!
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 50 year career. After 20 years in corporate finance, and now over 30 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 30+ 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 80+ 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 34 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
Newsletters
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HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Savings Accumulation
Estimate the future value of your current savings.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.