OUR SERVICES

 

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

  • Federal Employee Benefits
  • VA Aid & Attendance
  • Structured Income Planning
  • Investment Portfolio Management
  • Retirement Strategies
  • Alternative Long Term Care Strategies 
  • Insurance and Annuity Products
  • Educational Workshops
 
Sarasota Financial Group, Inc.
689 Rivendell Blvd
Osprey, FL 34229
 Phone: 941-927-1050 Fax: 941-927-1070
www.sarasotafinancial.com