If you’ve saved well, the next step is turning your retirement accounts into income without giving away more than you need to in taxes. A few timing mistakes with IRA withdrawals, RMDs, and Medicare premium thresholds can quietly cost thousands each year. We can help you navigate your retirement future without being overwhelmed.
This is a focused, no-cost, no-obligation working session for South Tampa residents who have $1,000,000+ saved (including substantial IRAs). You’ll leave with clarity and a practical outline whether you hire us or not.
WHO IS THIS FOR?
*Live in the Tampa Bay area
*Have $1,000,000+ investable assets(especially in IRAs)
*Want a clearer, tax-aware plan for retirement income
*Prefer straightforward advice with no pressure
Schedule Your 15 Minute Call Today!
Meet John Boyer, CFP
John Boyer is a proud Tampa native with over 30 years of experience in the financial industry. His journey began after graduating from the University of Florida, when he joined a large financial firm to work alongside his father, a seasoned advisor with 42 years of investment experience. Those early years were especially meaningful, as John had the opportunity to learn directly from his father, gaining lasting lessons in integrity, building trusted client relationships, and delivering thoughtful financial guidance before his father’s retirement in 1992.
In 1995, driven by an entrepreneurial spirit and a desire to offer transparent, independent advice, John launched his own firm, John Boyer Inc., a fee-based Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission. As a CERTIFIED FINANCIAL PLANNER™ professional, John is dedicated to maintaining the highest standards of education, ethics, and client-focused service.
Today, he continues the legacy his father began more than 75 years ago, helping individuals and families plan confidently for the future with clarity, care, and personalized guidance.
Outside of the office, John enjoys traveling with his wife, Tina, and their two sons. You’ll often find him cheering on the sidelines of a lacrosse game or fishing the local waters for snook, redfish, and trout. John values the moments that make life meaningful.
Contact Us
Whether you’re ready to schedule your 15-minute call or you have a simple question, we’d love to help! Drop us an email at hello@wisdomfp.com or fill out the form and we will be in touch shortly!
Our office is located in the heart of South Tampa in one of the most recognizable 100+ year old buildings on Howard Ave.
1304 S. De Soto Ave. #101 Tampa, FL 33606
Office: 813-254-9500
Text: 813-254-9500
Email: hello@wisdomfp.com