Safety & Security in Retirement
Testimonials
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Discover the impact of our services through the voices of those we’ve had the privilege to assist. Hear directly from our satisfied clients as they share their experiences and success stories. Our testimonials reflect the dedication and expertise we bring to every individual’s retirement journey, showcasing the tangible results and lasting satisfaction our clients enjoy. Let their stories inspire confidence in choosing us as your trusted specialist.
What others are saying
Bosworth Financial Group is extremely committed to their clients financial security. They go well above and beyond to make sure the client is taken care of. I first met them when they helped my mother with her retirement. She became very ill suddenly and Steven and his team made sure her financial needs were taken care of and her wishes were honored. I was so impressed that i allowed them to help me with my retirement. If you are looking for someone you can absolutely trust and count on, give them a call. You won’t be disappointed.
Gina
Bosworth Financial Group has been fantastic. We were so nervous about our retirement money. We wanted a safe, reliable income and didn't know where to start. The guidance and kindness we continue to receive over the years is worth everything. I am glad we trusted Bosworth Financial Group with helping protect our retirement!
Alison
Steven and Michelle are very down to earth and explain the retirement process with ease. We felt very comfortable with our decision. Steven goes above and beyond to explain and answer any questions you have. To rate them with 5 stars is not enough they are easy 10 stars in my opinion. If you want the best Financial help go with Bosworth.
Shawn
I recently retired from the District School Board of Pasco County after 22 years of service. I had little knowledge of the retirement process, until I attended a seminar of Bosworth Financial Group. Not only were all of my questions answered, I also secured an at home appointment and I was given several options, because of his ethics he helped me to protect my retirement. Based on this groups honesty, integrity, and passion I would highly recommend them to help protect your retirement.
Mary
No words can actually express my experience with Bosworth Financial Group. Steven and Michelle are the most honest and real people I have met in this industry. We just finished our annual review and they were true to their words. They are the ones you want to trust with your hard earned money.
M
Bosworth Financial Group provided me with a wonderful education experience on how to protect my retirement. From start to finish they answered all my questions about my financial future, showing copious options for my retirement. I would recommend this no pressure, highly trustworthy group to provide freedom from your retirement worries.
C
My experience with Bosworth Financial Group has been one of the most positive experiences I have had in a long time. From the workshop experience he was very approachable and knowledgeable in the financial and retirement planning field. Through out the whole process this company has displayed honesty and integrity for both my husband and I. We feel comfortable and are quite please that he will be keeping in touch on a yearly basis which is something not all companies are willing to do. I don’t refer many people, but I definitely would refer Bosworth financial group. You will not regret it.
Martina
After holding retirement in traditional markets and loosing 15%, I engaged Steven & Michelle to review my portfolio and subsequently altering my holdings to better protect my retirement. They performed this with the highest levels of integrity and professionalism. Upon completing the first annual review, I highly recommend Bosworth Financial Group, LLC. I have added more after the first year review.
Bay
Just finished my Annual Review & couldn’t be happier. Steven & Michelle have been superb in every aspect from customer service, flexibility in scheduling & rescheduling, answering questions anytime of the day, & taking time to explaining everything until you are comfortable. I truly feel like they are very close friends & have my back. Recommend Bosworth Financial Group 100% to anyone looking for a company who truly cares about your future financial security.
Terri
My wife and I have been clients of Steven since she went to a seminar he was giving in Riverview October 2020. We are honored to have Steven as our financial advisor because he has an enormous amount of wisdom when it comes to your retirement finances. He listens to your needs and is excellent in explaining everything about the different annuities. Michelle also has a lot of knowledge and is very helpful to Steven. They are a strong couple and together compliment each other. I’m so glad my wife met him at his workshop and he is like part of our family now. He is always available to answer your questions and comes to your home, who does that anymore. I guarantee you will be happy with his services.
James
I am so happy that I attended the free workshop on social security benefits! Not only was I educated on the latest updates to the SS, Steven Bosworth and his wife Michelle were exceedingly helpful in protecting my retirement. As a doctorally prepared professional I'm impressed with their services and the degree of honesty and integrity displayed throughout the process of securing my financial future. I would highly recommend Bosworth Financial Group for anyone getting close to retirement!
Mary
Steve and Michelle were very informative. Their integrity was never in question. They were very honest and I felt very comfortable with their recommendations with our retirement. We would recommend them to anyone seeking help with their retirement plans.
Betty
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.
Jacque
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.
Juanito
My sister referred me to Steven Bosworth when I was looking to protect and grow my retirement savings. Steven is very honest and professional, when sitting down he was excellent at explaining everything about my retirement so I could understand. I highly recommend anyone who is getting ready to retire or already retired to call Steven because he will show you the best options to protect and grow your money. He will give you HONEST answers and he follows through with EVERYTHING he said he would do. Steven showed that he really cares about his clients from the first time we met and I know he will be around to help me throughout the rest of my retirement years.
Fanny
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.
David
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.
Earl
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.
Miriam
I worked for the Hillsborough Sheriff Department for 25 years and retired in 2020. I was referred to Bosworth Financial Group from a friend and became a client a year ago. We just finished our annual review and all of the financial expectations were met. Thank you for helping.
Mike
If you are looking for someone you can trust and has your best interest at heart with protecting your retirement, Bosworth Financial Group, LLC has done everything they said they would do. I highly recommend them to anyone looking to retire.
Samantha
Steven Bosworth has been my financial advisor for two years now but I wish I would have found him five years ago when I moved to Florida. I have found him to be completely knowledgeable and professional in my retirement funds. I have peace of mind knowing that my money is safe and growing versus what’s happening in today’s market. I would highly recommend Steven Bosworth to anyone looking for a financial advisor. Steven has the ability to make a person feel comfortable discussing finances and explains in full detail.
Ginny
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!
Melanie
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!
Tracy
We just wrapped up our annual review with Steven Bosworth. He scheduled a meeting with us approaching my 1 year anniversary and came out to our home to discuss our accounts. He explained each account my husband and I have and he went over all the numbers so we could see what we made over the past year. We are so happy with making 11% on our accounts -even over the past year during the pandemic! I'm glad my husband and I went to Steven's workshop last year right before the pandemic and decided to choose him for our advisor. We are glad we met Steven and looking forward to the coming years performance for our retirement. Steven is now a close family friend who we know will be there for the rest of our retirement.
Claire
We just completed our annual review. Everything that I have worked for the Federal Government for 43 years and defended our country through four wars. When it came time for me to retire I attended Steven Bosworth’s workshop to begin to educate myself before I retired. I was so impressed with the Workshop and the information he presented about safety and security in retirement. Steven was straight forward, and immediately I could tell he has a heart and actually cares. I decided to make an appointment and met with him shortly after the workshop. Steven came and met me at my home, and that is when I got to know what a great man he really is; professional, honest, and passionate about helping people with retirement. We did a portfolio review, and Steven was so helpful with explaining everything to me so that I could understand. Now I am proud to say I am Steven Bosworth’s client and a life-long friend. I highly recommend having Steven take a second look before retiring.
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!
Tony
I have known Steven Bosworth for over 10 years. Steven is an ethical and caring person. He truly wants to help his clients achieve financial security and success.
As a physician, I have gradually accumulated a significant amount of financial resources into my retirement account. I interviewed a variety of professionals with great reputations and reviewed their recommendations for my retirement portfolio.
After serious consideration of all opportunities, I chose to work with Steven. The annuity products he offers provided me with a safe retirement income without the risk of losing any of my investment.
Steven reviews my policies on a yearly basis even though he is not obligated to provide this service. My investments in the annuities he recommended have performed exactly has he predicted.
There are very few investment professionals that I would recommend to family and friends. I have no concerns recommending Steven Bosworth to provide retirement advise to those I care about.
Eric
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.
Ruby
I think one of the hardest parts of planning your financial future is finding a person you feel you can trust with your hard earned savings. Three years ago a friend recommended Steven to us. At that time we were concerned our previous advisor was not always acting in our best interest. In retrospect the company were with actually cost us a lot of money! When we sat down with Steven we were immediately impressed with his personal desire to derive for us a greater income stream with our portfolio. He was true to every word he told us. In our first year with Steven we made more money in one year than we did previously in seven years with our previous company. He showed us several plans and highly recommended the one we are in. To say we are overjoyed is an understatement!!! Steven is open honest, and importantly always available. That means a lot to us. Steven always answers immediately if we have a question about our program. He has shown that he truly cares about us as clients. If you are looking for a financial advisor you can not go wrong in sitting down with Steven. We guarantee you will be happy you did ! Bruce and Linda B.
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!
Bruce
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.
Lawrence
Steven was so helpful in my retirement plans! He spent countless hours working on where I would put my money and the best places to get the most money back! He helped me go page by page over retirement papers and stayed on the phone with me while talking to the company representative. Steven is so passionate about helping people with their financial affairs, he really wants what is best for his clients! I am now retired and doing what I’ve always wanted, spending time with my grandchildren! I know I could not have done this on my own! Additionally, I trust him with all my financial business! Thanks Steven!
Mary
Steven Bosworth, is the most knowledgeable, and caring financial advisor I have ever dealt with. He gave me the product tailored to my needs, and goals, has became a very good friend in this past year. I have peace of mind, and feel good that my money is growing, and I am in the right direction to be financial independent, and enjoy retirement. I recommend him 150%. Thank you Steven!
Maria
I've never met a gentleman like Steven Bosworth, he did EXACTLY what he told me he was going to do. I have had other financial advisors that said they would do things and they did not deliver. Steven created the financial freedom I was looking for and the safety and security that I will never have to worry about losing money ever again. His integrity and honesty really shows when it came time to deliver on results and he went over and above to get the best product that I was looking for. I highly recommend Steven Bosworth to anybody looking to retire.
Ellen
I attended one of Steven Bosworth's workshops and I could tell right away he was different than any other financial professionals I've met before. After meeting with him I realized I was able to retire a lot sooner than I thought. Steven explained everything in great detail and gave me flexibility with different retirement plans to choose from. I highly recommend calling Steven Bosworth before you retire.
Rosa
I have worked in the law enforcement profession for over 40 years and never really placed much thought into investments or finances after a career. Upon beginning to understand the financial needs I would have after retirement, I initially began investments without full understanding, which means; I was not getting the benefit of full returns on my investments. I attended many investment sessions and listened to many “car salesmen” so to say; until I took a chance and visited an investment session by Steven Bosworth. Based on that session, I learned a lot more than any previous session and he took the time to discuss all areas of my concerns, financial and family, after the session. Just based upon the information Steven provided, and his genuine concern in many areas not usually discussed, I knew he was an honest and genuine person from the moment we first met. I decided to become his client based on those reasons. We agreed upon a 1 year review, even though we have continually been in contact throughout the year. Now a year after my initial investment, I am pleased to say my first impressions were correct. Steven called me prior to my one year anniversary date to set a review appontment, which I was happy to know he is a man of his word. After meeting for the annual review I can say I am truly happy with my retirement plan. I was able to see substantial increases in my investments in black and white. We also reviewed my options for turning on lifetime income or penalty free withdrawals. I am pleased to say that I would offer a 100% reccommendation for Mr Steven Bosworth to anyone who is seeking financial advice, investment strategy or getting ready to retire. He is straight forward, patient and provides accurate financial advice.
Lee
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.
Abdiel
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!
Frank
After sitting down with Steven and doing a portfolio review I found how efficient and knowledgeable he is in his field of retirement planning. I was impressed by his patience and how he took his time to go over different options to pick from. He explained everything and then found exactly what I was looking for. Now a year later everything he said he would do, he Did! Even with this pandemic I knew my money was safe. You won't find a more honest person to work with then Steven Bosworth.
James
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!!!
Myrna
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.
Diana
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.
Catherine
My husband and I have been a client of Steven's for 5 year's, and every year he calls us for our annual review. We have always been able to reach him, and he answers all question very quickly. He is very friendly and actually cares about your retirement. If you are looking for someone honest and trustworthy please give Steve a call.
Tamara
Steven and Michelle were personable and they took the time to listen to listen to our individual needs for our retirement . They both did not look at us a number and were truly helpful in guiding us toward our next chapter in our life! If your are looking for a top notch financial group they are the ones to get in touch with! We felt very comfortable and secure in their direction!
Karen
I've been a client of Steven for the past 6 years, he's a straight shooter , he will make sure that your retirement goes as smoothly as possible. He always answers his calls and is available for you at all time.
Get in touch with him before you retire. He's the best.
Phyllis
Steven is so professional, yet treats us like family. We have worked with Steven for 3 yrs now. Steven helped us when we retired, we were confused about what to do with our money now we are even making more. Honesty is important and Steven was honest through this whole process. He taught us along the way and we feel we know more about our MONEY!
Judy
I have nothing but the most respect for Steve Bosworth, his knowledge, experience, is by far the very best. Steve knows where and how to invest your money, to get your income in return. As for loyalty, my wife and I have been with Steve Bosworth for three years now. He is just as professional, honest, family friendly, as the first time we met.
Dale
As a newly retired government employee of more than 20yrs, I was looking to enhance my overall retirement income in an efficient and growth building manner to establish a lifetime income stream. The Bosworth Financial Group laid out strategies, comparisons and options which made it very workable and a sound financial decision for me knowing my money is safe and secure.
Miranda
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.
Tracy
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.
Carrie
Hello, I'm Rose Barden, here to let you know if your money is not working for you, please let Steven Bosworth take a look at what's going on in your account.
Steven and Michelle are caring, humble, and I honor there presence in my home. They are Professionals and they care about your well being. I didn't have any concerns about what they were doing with my funds. I knew, with God everything would be A-Ok.
Rose
I am so impressed with the service, dependability and knowledge this man exhibits. His character is outstanding! My husband and I made changes to our financial portfolio a year ago and had an annual review today. It's so good to have this follow up after the COVID-19 and to find that we still made money! Thank God we found him!
Valorie
I have been a client over two years. Steven answers my questions and concerns. Just had my annual review and everything he said was absolutely true! I made money and never lost a dime. If you want a truthful planner Steven is your guy!
PCAT Education Director
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
Rudy
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.
Vicky
I knew from the moment we met Steven we could trust him, he knows what he is talking about and steered us in the right direction! I feel like he is family, so much so that I trusted him to mentor my Grandson.
Randi
I can highly recommend Steven Bosworth as our financial specialist. He has treated us as family and ALWAYS found him helpful and informative. We appreciate his patience and knowledge with us.
Marilyn
Steven has taken over as our financial expert a year ago and the changes he has recommended to us have done exactly what he suggested.
We are very happy with his service and would recommend him.
Jim
I have been a client with Steven for over two years and he has been excellent! He has always been available when I call and reliable!!
Eva
I and my wife have been clients of Steve for 2 years and are 100% satisfied and recommend Steve to anyone.
Jeff
Get Started With Bosworth Financial Group
Still have questions? Contact us today to secure your financial future.
We offer a specialized financial solutions approach that is unique to each of our clients needs. Our process allows us to take the time to understand you, your financial goals, explain all of your options, and help lead you in the right direction.