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.

Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.

Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. 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 exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

Form ADV Part 2A

Form CRS

Privacy Policy