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.


About

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


Services
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 +


Compliance
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



FAQs

The Retire Advisory Group

The Retire Advisory Group

CSA, CAS, CRFA

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