1990 Main Street, Suite 750
Sarasota, FL 34236
*By Appointment Only
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As a registered investment adviser (RIA), we offer a wide variety of financial planning and investment management services. We're dedicated to understanding your personal and financial goals to help you meet your unique investment needs—no matter your needs!
Your estate is made up of everything you own—your home car, accounts, investments, life insurance, car, furniture, personal possessions and everything in-between. To ensure your wishes are properly carried out when you die, you need to provide instructions stating whom you want to give your belongings to, what you want them to receive and exactly when they are to receive it. Keep in mind: your goal should be to make this happen with the least amount paid in taxes, legal fees and court costs. You don't want taxes or inexperienced heirs to devastate your life savings!
- Maintain control of your property & assets
- Provide instructions: give what you want, to who you want, when you want
- Protect from changes in the law that affect the taxation & protection of your assets
- Keep loved ones safe from unnecessary court costs, professional fees & taxes
Did you know: according to the U.S. Department of Health and Human Services, only 4 out of 100 people turning 65 today are financially stable? Don't spend the rest of your life working or counting pennies! We can help you plan for a financially secure retirement by reviewing your current income to help you increase future income. You want to retire and live your golden years as comfortable as possible, right?
- Plan for a financially secure retirement
- Protect & grow your retirement assets
- A simplified financial life
- Significantly reduce the potential for loss
Portfolio Diversification & Management
In today's tough market, we can help protect your investments by diversifying your portfolio by reducing your financial risk through investment allocation amongst various financial instruments and industries. Diversification can maximize your returns as you invest in different areas that would potentially react differently to the same event. This can help you minimize risk so you can reach long-term financial goals and never go back to work again!
- Manage your overall investment risk
Our Legal Obligation
By law, we are required to ensure that each investment recommendation is in your best interest and to inform you if any conflict of interests should arise. For more than 10 years, we've been helping people retire with more income than they ever thought was possible and will do our best to get you the same results.
As a fee-based fiduciary, we don't get paid on commission, but only if you're happy with our services—we profit as you profit and make less money if your accounts lose value. Growing your personal financial portfolio is what grows us as a business and that's why we put you first.
Call today for your FREE review of your financial and estate plan!
For more information about estate planning or tax preparation, please consult your accountant and/or attorney as Studdard Financial does not give tax or legal advice.