The Retire Advisory Group LLC. | Financial Advisor in Sarasota ,FL

2055 Wood Street
Suite 220
Sarasota, FL 34237
Phone: (941) 954-1513

Principal Protected Strategies for Retirement Income.


We offer a very unique approach to "Retirement Income Planning". We specialize in using "Principal Protected" products and strategies that can provide a "guaranteed" income stream through retirement. Our strategy will allow you to grow your money "Tax Deferred" until you decide to withdraw "lifetime" income payments. We will show you a way to participate in the upside potential of the "Market" without suffering any losses due to a declining market.We service the entire state of Florida with 6 locations. We can offer assistance in areas of; Retirement Planning, Estate Planning,Insurance and Tax Planning.

22 Years of Experience

General Information
Firm Start Year:   2005
No.of Employees:   10-19
Insurance License#:   P114713
States Licensed in:   Fl. Ga. Tx. SC.
Number of Years with Current Firm:   10
I work with the following types of clients:   Businesses , Individual Investors

Investment Types:   REIT's , Insurance , Annuities , Alternative Investments

Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Health , Life , Long Term Care , Variable Annuity
Financial Organization Memberships:   National Association of Insurance and Financial Advisors (NAIFA)

Firm Information
Firm's Number of Clients:   200
Assets Managed by Firm:   $57,000,000.00
Advisor's Number of Clients:   100 +

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record

Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $25,000.00
Compensation Methods:   Commissions , Flat Fee


The Retire Advisory Group

The Retire Advisory Group


Communities Served

Bradenton Bradenton Beach
Cortez Ellenton
Longboat Key Nokomis
Osprey Palmetto
Sarasota Terra Ceia
Venice Ona

Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 10:00 AM - 4:00 PM
Sat. 10:00 AM - 2:00 PM