Phone: (833) 722-6367
Holistic Financial Planning for Your Retirement Dreams
Helping clients create custom tailored wealth strategies for a reliable retirement future.
Custom Strategies for Your Unique Planning Needs
Our firm offers financial services designed to complement each other and the various goals of our clients. A thorough needs assessment of each client is completed prior to any services being offered. It’s important that we get to know you and make sure your goals are clearly identified before proposing and new implementing strategies. Only then do we offer each client services that are customized for them, designed to meet their unique goals.
Transparent Financial Guidance
Achieving confidence and enjoyment in retirement hinges on thorough planning today. If you are dreaming of endless days at the beach, rounds of golf with friends and smooth sailing with family, Candor Wealth Strategies is dedicated to helping clients identify and achieve their retirement goals through financial and retirement planning.
We proudly serve the financial advisory needs of clients in the Sarasota, Florida area and the surrounding communities. We offer holistic wealth strategies that provide reliable income distributions, tax efficient asset growth, and legacy asset protections. When you work with us, you will notice our firm is rooted in key values like faith in God, family and the Golden Rule. We serve each client with candor, integrity, authenticity and respect.
If you are looking for exceptional service and a family-oriented firm that will always act in your best interest, give us a call. We stand ready to serve you today so that you may live out your best retirement years in the future.
Our Proven Process of Personalized Guidance from Introduction to Implementation
When you work with Candor Wealth Strategies, we stay focused on your goals through a series of meetings designed to keep you moving forward to reach your retirement goals. We utilize the same process that organically leads to strategies that are in the best interest of our clients.
1. Connect
Meet with us and get to know what we can do for you.
2. Explore
Gather information, discuss concerns & develop goals.
3. Evaluate
Review your current portfolio & assess risks.
4. Execute
Implement tax, risk and estate optimized solutions.
5. Review
Review asset, tax & estate plans and adjust over time as needed.
5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster
Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.