Insurance protects you from the unforeseen incident. It is protection and as a valued client of Jaffe Tilchin Insurance services we want to ensure that you feel protected.

Looking for coverage? Click the following link to submit for quick and affordable quote from one of the many independent insurance carriers we represent.

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Wealth Management

We specialize in customizing and overseeing our clients’ investment portfolios based on their personal financial goals, needs and objectives. Our in-depth research and analysis applies scientific investment theory to current market conditions. We provide a fee-based portfolio management structure, which facilitates principles inherent with keeping our clients’ best interest at heart and sustaining long-term client relationships.

  • $1.06 Billion in Assets Under Management (as of 2/28/21)
  • Fee-Based Investment Portfolio Management
  • Continuous Account & Household Monitoring
  • Portfolio Evaluation
  • Asset Allocation
  • Financial Planning
  • Mutual Fund, ETF, & Index Fund Selection & Oversight
  • Fixed/Variable Annuity Products
  • In-Depth Security Research
  • Diversified Investment Models
  • Cash Replacement Models
  • College Savings Plans
  • Trust Services

Retirement Plan Consulting

Our Retirement Plan Consulting platform helps business owners and plan sponsors provide retirement plan tailored to their needs. This service includes plan review, asset allocation, manager selection, participant enrollment, monitoring and reporting.

  • 401(k) & 403(b) Plans
  • Profit Sharing Plans
  • Simple IRAs & IRA Rollovers
  • SEP Plans
  • Defined Benefit Plans
  • Non-Qualified Deferred Compensation Plans

Financial Planning

Managing your finances can be overwhelming and stressful. That's why we offer a range of financial planning services to help you take control of your money and reach your financial goals. Our team of certified financial planners (CFP®) has the expertise and experience to guide you through every step of the process, from setting up a budget and creating a long-term financial plan to investing for the future and maximizing your retirement savings.

Our financial planning services include:

Budgeting and debt management: We can help you create a budget that works for your unique financial situation and find ways to reduce or eliminate high-interest debt.

Investment planning: Our team can help you develop an investment strategy that aligns with your financial goals and risk tolerance.

Retirement planning: We can help you plan for a secure retirement by analyzing your current savings, projecting your future needs, and recommending strategies to maximize your retirement income.

Estate Planning

We can assist with the creation of a comprehensive estate plan to protect your assets and provide for your loved ones in the event of your death.

No matter what your financial goals may be, our team is here to help you create a plan to achieve them. Contact us today to schedule a consultation and start taking control of your financial future.

Investment Planning

Our all-inclusive investment planning service is tailored to suit your current and future needs, and help you achieve your financial goals throughout every stage of life. By assessing your net worth and cash flow, we can adjust your existing investment strategies to ensure that your retirement plan, including your risk management plan and tax reduction strategies, are in line with your financial goals.

Education Planning

Supporting a child’s education can be one of the most rewarding aspects of success and one of the most important elements in your financial plan. We offer a range of investment options and tax-efficient strategies to assist in funding higher education. As your dependable advisor, our expertise and professional guidance can assist you in evaluating the tax benefits, ownership structure, risk, and contribution limits - including what to do with any remaining education funds if your student earns a scholarship.

Tax Planning

Taxes are a complex challenge for any individual. We work with your tax advisor to ensure that tax consequences are minimized through appropriate planning. In addition to utilizing tax efficient investments, we also focus on low turnover, strategically managing your portfolio to reduce the tax impact of capital gains.

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Auto Insurance Customer Service Options

Self policy service any time of the day, directly from our website. To request a policy change on your account, click any of the following policy service options below.

Add Vehicle To Existing Auto Policy
Request ID Card For Auto Policy

Thank you for your interest in Jaffe Tilchin Insurance Services. If you would like to speak to one of our insurance professionals call our office at 813.960.5293 or toll free at 866.218.7906. You can also email your questions and one of our agents will be happy to answer within one business day.

Providing Auto Insurance in: Carrollwood, Temple Terrace, Lake Magdalene, Brandon, Town n Country, Citrus Park, Northdale, Seffner, Thonotosassa, Riverview, Lutz, Gandy, Westchase, Keystone, Feather Sound, Valrico, Oldsmar, Lutz, Odessa, Clearwater, St. Petersburg, Palm Harbor, Safety Harbor, New Tampa, Tampa Palms