Retirement Planning

How to Save, Invest, and Distribute Your Money

Retirement planning is a very important part of your financial strategy. There are a variety of investment vehicles designed with retirement in mind, and it’s important to consider them all when you’re investing for the future.

No matter what phase of life you are in, retirement planning should be a part of your overall financial plan. Ideally this started at a young age and was 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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