Robert Bishop Financial Planning & Services

Robert Bishop Financial Planning & Services I am a fee based, independent investment advisor and financial planner. I offer custom wealth manage

I offer custom wealth management for individual accounts, traditional and Roth IRAs, 401k accounts, retirement rollovers and Coverdell education savings accounts. I am also a licensed, independent life insurance and annuities agent. I offer comprehensive financial planning and financial counseling for most any financial area including debt and budget counseling.

10 tips that can head-off marriage money problems.
03/21/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Children with special needs may need ongoing help after their parents are gone.
03/19/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
03/17/2026

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

The market is as unpredictable as the weather. We’re here to help you prepare.
03/14/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

Learn the language of life insurance.
03/12/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
03/10/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
03/07/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life ins...
03/05/2026

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentime...
03/05/2026

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

Monthly Market Insights | March 2026 U.S. and Canadian Markets U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East. Th...

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?
03/03/2026

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.
02/28/2026

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

Protect yourself against the damage that your homeowners policy doesn’t cover.

Address

4326 W El Prado Boulevard, Ste 3
Tampa, FL
33629

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18138377000

Website

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