Retirement Planning
No matter your stage of life, it’s important to have a plan in place for your retirement years.
With thousands of baby boomers retiring every day, some of the top questions on their minds are, “How can I generate an income to last for the rest of my life?” and “How do I protect myself from longevity risk?” At Sarasota Wealth Advisory, we provide solutions and answers to these common questions. Our retirees feel more confident in knowing their income will last for the rest of their lives.
Annuities for Retirement Income
Many retirees are considering fixed index annuities (FIAs) as an option for their retirement funds, because FIAs offer the opportunity to participate in market-linked returns with no market downside. These unique products offer the potential for a steady lifetime income without the same market volatility experienced in 401(k)s and other employee-sponsored retirement plans. At Sarasota Wealth Advisory, we offer a complimentary annuity review for all those in our community who want to understand their existing annuities or potential annuities.
Are you ready for retirement?
Many people may feel ready for retirement, but their portfolios aren’t! Fill out the form below to download our 5 Steps to Retirement today!
Sarasota Wealth Advisory
Phone: (941) 822-8706
Email: info@sarasotawealthadvisory.com
Offices in Sarasota, Bradenton, Lakewood Ranch
Follow Us On
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.
1005204-1120