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

Bernadina Folz MBA

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Tampa, FL
Bernadina Folz MBA

—PLAN TODAY. PROTECT TOMORROW. LEAVE A LEGACY.—

08/27/2026

Variable annuities may offer protections without giving up on growth potential. Let's talk about your retirement plans and discuss different methods for maximizing your income.

08/26/2026

Studies show that 21.8 million American seniors have no alternate form of income other than social security. Now is the time to ensure that you have a foolproof retirement plan that will allow you to retain your way of life once you decide to stop working. Let’s talk about bolstering your retirement plan today.

08/25/2026

Last week, U.S. markets posted gains as encouraging inflation data helped ease concerns and lowered expectations about additional interest rate increases. At the same time, softer consumer spending data suggested a more moderate pace of economic growth. Learn more about the market forces driving recent performance in this week’s perspective.

08/20/2026

While Social Security is foundational, additional guaranteed income sources can improve retirement stability — particularly in volatile markets. Let’s talk about the role
retirement income has in your portfolio.

08/19/2026

Last week, U.S. stocks moved higher, supported by easing concerns around interest rates, encouraging corporate earnings, and improving sentiment around global trade and energy supply. Economic data pointed to a moderating labor market, while lower oil prices helped ease inflation concerns. Read this week’s market perspective to learn more.

08/18/2026

India’s Independence Day honors the vibrant legacy of family traditions, cultural stories,
and strong values that connect generations. We’re proud to celebrate the richness of the Indian community and wish all who celebrate a joyful Independence Day.

08/14/2026

2026 Annual KickOff Victory.

2026 Kickoff Victory 🏆✨

What an incredible way to kick off 2026! 🎉
Our 2026 Kickoff Victory Annual Meeting was a powerful reminder of what’s possible when we come together with purpose, passion, and a shared vision for success.

We celebrated our accomplishments, recognized the dedication of our amazing team, and set our sights on an even bigger and brighter year ahead. 💪✨

Here’s to new goals, new opportunities, continued growth, and countless victories in 2026! 🚀

A huge thank you to everyone who continues to believe, work hard, and make our success possible. The best is yet to come! 🥂🏆

08/07/2026

You save, you build, and you work hard, but is your protection keeping up? Let’s make a plan that fits your evolving needs.

08/06/2026

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.
Many families are starting conversations earlier, thinking about how their values, priorities, and goals carry forward across generations. In many cases, the process can be just as meaningful as the outcome.

Let’s chat about how I can work alongside you on your estate planning goals.

08/05/2026

Last week, U.S. equity markets posted modest gains despite ongoing volatility, while bond markets reflected uncertainty around inflation and interest rates. Economic data suggested growth may be slowing, with softer consumer sentiment and signs of moderating demand. Check out this week’s market perspective for additional market insights and analysis.

Address

Tampa, FL

Opening Hours

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

Website

https://calendly.com/bfolz-financialguide

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