Sarasota Financial Group, Inc. is a well-established financial services company based in Bradenton, FL. Owned and operated by William S. Morris, an experienced investment advisor with over 40 years in the industry, the company offers a range of services including retirement planning, income optimization, insurance solutions, and long-term care planning. With a focus on federal employees, Sarasota Financial Group, Inc. is contracted with the government to conduct educational briefings and pre-retirement workshops, providing expert guidance on employee benefits and retirement planning.
Sarasota Financial Group, Inc. is known for its expertise in federal planning and is committed to helping clients reduce expenses and maximize their pension benefits. The company's comprehensive Federal Benefit Analysis assists individuals in selecting the optimal time to retire and guides them through their golden years. Additionally, Sarasota Financial Group, Inc. offers innovative tools such as the LTC Toolbox, which provides alternative approaches to funding long-term care needs, and the Income Toolbox, a structured income planning system that helps optimize income, minimize tax liability, and address various financial goals. With a focus on education and personalized service, Sarasota Financial Group, Inc. aims to empower individuals to make informed financial decisions and pursue their long-term financial goals.
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