Retirement Planning

Retirement planning refers to the financial strategies of saving, investing and ultimately distributing money meant to be lived on during retirement. There are a variety of investment vehicles designed with retirement in mind.

No matter what phase of life you are in, retirement planning should be a part of your financial planning. Ideally this is started at a young age and built over a long period of time. Sara-Bay takes a holistic view to retirement planning. Using industry leading software, we walk our clients through a process of gathering data (such as net worth, spending habits, and legacy needs), using the outcome as a starting point for how each client can best utilize their assets through their retirement years. Retirement planning is an on-going process, as life and your needs change, we can adjust your plan accordingly.



Disclaimer: “Sara-Bay Financial Corp. is registered as an investment advisor with the SEC. All information contained herein is for informational purposes only and does not constitute a solicitation for investment advisory serves or an offer to buy or sell securities. Registration does not imply a certain level of skill or training. If you are interested in our services, please see our Disclosure Brochure (Part II of the form ADV); which provides detailed information about Sara-Bay Financial Corp. and inherent risks that may be associated with our advisory services.

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