The Retire Advisory Group | Financial Advisor in Sarasota ,FL

2055 Wood Street
Suite 220
Sarasota, FL 34237

Building A Better Retirement


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 can offer assistance in areas of;income
planning and asset preservation.

22 Years of Experience



General Information
Firm Start Year:   2005
No.of Employees:   10-19
Insurance License#:   P114713
Name of Broker/Dealer:   Retirement Wealth Advisors
Name of Custodial Firm:   TD Ameritrade, Fidelity
States Licensed in:   Fl. Ga. Tx. SC.
Number of Years with Current Firm:   18
Work Experience:   Over 18 yrs investment management and income
planning strategies.
I work with the following types of clients:   Individual Investors , Businesses


Services
Investment Types:   REIT's and ETF's , Insurance , Annuities , Alternative Investments , Stocks


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:   520
Firm's Number of Planning Clients:   450
Firm's Number of Managed Clients:   450
Assets Managed by Firm:   $67,000,000.00
Advisor's Number of Clients:   500 +
Advisor's Number of Managed Clients:   500 +
Advisor's Number of Planning Clients:   500 +
Assets Managed by Advisor:   67,000,000


Compliance
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   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:   $250,000.00
Compensation Methods:   Flat Fee , Commissions


Education
Finance - Finance  Miami
-



FAQs

  • Do you have a customer satisfaction or refund policy? Yes
  • What services do you provide? What are your specialties? Income planning
  • What is your experience? How many clients do you currently manage? We have over 20 yrs experience and we service over 540 clients
  • What financial institution(s) do you represent? We use well known and financially sound custodians like TD Ameritrade, Fidelity, Charles Schwabb and Vanguard
  • How do you charge for your services? We are Fee based
see more
The Retire Advisory Group

The Retire Advisory Group

CSA, CAS, CRFA

Biography


Retirees today are blessed with the gift of better health and longevity. This blessing can have one unquestionable drawback, retirement savings have to go much further and must be very carefully managed to ensure lifestyle is maintained and assets are not outlived. With over 20 years of experience in the financial service industry, Rick Maraj has developed unique proprietary income planning strategies that have been adopted by countless pre and post retirees. Most of these proprietary and unique strategies are available to less than 1% of all Financial Advisors throughout the county. Mr. Maraj specializes in providing clarity and best fit financial planning options customized to deliver the guaranteed portion of your portfolio. As an independent Financial Advisor, he focuses on asset protection and solutions for lifetime income.

Communities Served

Bradenton Bradenton Beach
Longboat Key Nokomis
Osprey Palmetto
Saint Petersburg Sarasota
Terra Ceia Venice
Tampa

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

Social Networks


tweeter facebook linkedin google plus