SARASOTA WEALTH AND TAX ADVISORY

Sarasota Wealth and Tax Advisory is committed to providing the most up-to-date financial information and personal solutions for those who want to have a custom retirement plan, whether you are far from retirement, are getting close to retirement, or have already retired... Sarasota Wealth and Tax Advisory is supported by teams that include a client relations manager, investment committee and a chief investment officer, financial planning, tax attorneys, CPAs, life insurance planning, annuity planning and research, Social Security planning, qualified retirement planning, retirement plan financing, and compliance officer... Our No. 1 goal is to make sure that we offer the very best advice so you can have the right plan that will work best for you. Sarasota Wealth and Tax Advisory and our professionals take a fiduciary, comprehensive approach to retirement planning,