Offering Clients Holistic Financial & Retirement Planning Services

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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 know anyone who would benefit from our services or is looking for exceptional service and family-oriented firm, we would be happy to set up a complimentary consultation to introduce ourselves to your family or friends and walk them through our comprehensive process and available services. We stand ready to serve our clients so that they may live out their best retirement years in the future.

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Locations:

Sarasota, Florida

Fort Myers, Florida

Kalamazoo, Michigan

Sarasota Office:

Executive Center Palmer Ranch

8586 Potter Park Drive

Sarasota FL 34238

Phone:

(833) 722-6367

(833) 7CANDOR

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Interested in learning more about how we can help navigate the journey toward your retirement income goals? Contact us to schedule a complimentary, no-obligation consultation.

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Advisory Services offered through CreativeOne Wealth, LLC an Investment Advisor. Candor Wealth Strategies and CreativeOne Wealth, LLC are not affiliated.

Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 22990 - 2023/5/15

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