Bosworth Financial Group, LLC, Tampa FL

We just completed our annual review. Everything that Steven and Michelle told my husband and I a year ago was proven to be true. Now we’re confident that we are prepared for retirement. The honesty and integrity of both these professionals is greatly appreciated!

Steven and Michelle Bosworth are passionate, professional financial planners who have positively changed my family’s financial future at this crucial time in our lives. Our retirement goals have been achieved thanks to them!

Steven and Michelle are dynamic and authentic taking the time you will need to understand had to keep you hard earned money. We only would recommend them because of their integrity, they do just what they say they will do.

This group is reliable and honest. They can be trusted with lifetime savings. My retirement funds are safe and growing steadily after the first year and looking forward to retiring.
- From a very happy and satisfied client.

I went to the workshop in Land O Lakes and I met Bosworth Financial Group. I have been to many seminars, but was drawn to the integrity I felt from this group.and I was right! I am excited to have the backing of someone that has my back in this crazy financial world.

My husband and I retired to Florida a little over a year ago and met with Steven and Michelle to explore the best options available for our financial future. It’s been a year now from the date of our first meeting and I’m here to attest to their commitment to guide us in the right direction. We are finally able to relax and enjoy retirement the way we’ve always dreamed we would. Thank you so much for caring about us the way you would your own family. We are so glad to have met you both!

With all the turmoil going on in the financial world at this time I’m so glad I turned all my finance to this financial professionals. I can’t imagine having to worry about my future at this point of my life not knowing if all my investment could be gone in a blink of an eye. So, I’m very grateful for you guys for giving me peace of mind.

My wife and I researched all of the different avenues to comfortably retire
We went to a SS seminar where we met Stephen and set up a meeting where we were able to satisfy our retirement goals starting with turning our 401k over to the new plan and the timing was perfect as the stock market started to plunge we were able to avoid losing almost half of our accumulated retirement income.
Now a year later we are receiving a monthly lifetime check plus social security and are very pleased and grateful
Thanks to Mr and Mrs Bosworth

I attended a seminar presented by Steven and Michelle Bosworth and I was impressed with their sincerity and knowledge. Afterword they came to our home and helped my wife and I to review our financial situation. They patiently walked us through our retirement account and helped us to not only make better dicisions, but also better prepare us for our financial future. They are well informed, caring and thoughtful professionals. We were blessed to have them enter our lives.

I worked for PNC Bank for 35 years. The bank cannot compare or compete with National Western Life Insurance Company when it came to my retirement plan. We just finished our annual review. I am so happy with Steve and Michelle! I wish I knew I could have protected my retirement years ago. I highly recommend calling them well before you retire, you will not regret it.

Over the years I have worked with many financial professionals and nobody has ever explained my retirement to me the way Bosworth Financial Group has. I knew right away I felt at ease because I knew they are trustworthy. They are honest and patient in explaining everything so I can actually understand my finances now. I have had a great experience working with Bosworth Financial Group from meeting them at the workshop and I know they will be apart of my life because they actually care.

Financial decisions can be overwhelming. The support and reassurance received from Bosworth Financial Group helped me reorganize my assets. When approaching retirement age, it is important to have financial professionals that you can trust and depend on, who genuinely look after your best interests. Having the best financial product is important, but having respectful and committed professionals can turn a transaction into a partnership. Thank you!

I was referred to Bosworth Financial Group by a co-worker and friend who I have trusted and respected for over 15 years. I got in touch with Steven to begin planning my retirement and he walked me through each step of the way. Everything he said he was going to do - he did and I am extremely happy with my retirement plan and knowing that my retirement is safe and secure. I highly recommend that anyone getting ready to retire call Steven Bosworth to take a second look.

We attended one of Steven’s workshops and loved how passionate he was about helping people meet their retirement goals. We met with Steven and Michelle and they presented several options and explained the benefits of each. That’s when they really started to work. To say our current financial institution was not helpful is putting it mildly. It took 2 ½ months before our money was turned over to National Western. They followed up constantly to make sure things were moving along. Thanks for all your help Steven and Michelle. We would definitely recommend them.

I am recently retired after 45 years in the DoD. I have a modest savings that I believed would be adequate to live on but wanted to make sure I could continue to grow that money while I was living on it-but not outlive it. Steven has shown me an excellent investment vehicle that will allow me to do just that! I met Steven after attending one of his Social Security (SS) seminars, which was excellent as well as very informative. However, what I've received in the form of investment advice has been far more beneficial then even the SS information. Steven speaks in plain language, instead of financial speak, which allowed me to understand what he was saying. I have come to trust the investment advice from him and his wife and am extremely grateful for the advice and the relationship.

Steven and Michelle were fantastic. After talking to more than 10 organizations about retirement planning, Steven and Michelle are the only one that explained clearly and concisely how to approach my retirement options. Their dedication and expert knowledge are very difficult to find. It was an honor to meet them, and I recommend them to anybody. Thanks, Steve and Michelle.

Steven Bosworth is a very honest and knowledgeable person who looks out for your best interest. He goes out of his way to make sure your money is secure and growing. He educated us in where to place our retirement funds so that we will be set in our old age. I would recommend him to anyone who needs help with growing there money for their retirement. Thank you Steven for being there for us.

I’ve learn more from Steven in 10 minutes about
my future financial than I knew from anybody in the last twenty years! Very passionate about his work. Five Star all the way, I even went to one of his Work shops seminar, great!
R. Salas