Sarasota Wealth Advisory
Phone: (941) 822-8706
Email: info@sarasotawealthadvisory.com
Offices in Sarasota, Bradenton, Lakewood Ranch
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Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
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Insurance Services
No matter what stage of life you’re in, insurance is an important product to have in place. Sarasota Wealth Advisory offers insurance planning and services that can help your needs.
Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing company; not guaranteed by any bank or the FDIC.
Life Insurance
Does life insurance even make sense in this stage of life? We believe there isn’t a more efficient way to transfer wealth and plan a legacy than with life insurance. It takes pennies on the dollar to add this generally tax-free death benefit to surviving spouses and loved ones.
Long-Term Care Insurance
Long-term care insurance helps protect you from heavy financial burdens if you or your spouse is unable to perform standard acts of daily living (i.e. walking, using the bathroom unaided, bathing, etc.). The last thing you should have to worry about in a long-term health crisis is the financial cost. We provide comprehensive reviews of your current long-term care insurance and provide options for hybrid products that include both long-term care protection and wealth preservation.
Insurance planning options in Sarasota, FL
If you have questions about your life insurance, long-term care, or other insurance products, let us know! Sarasota Wealth Advisory is here to help you find the solutions and strategies for your insurance needs. Fill out the form below to get started: