Planning for tomorrow...today
We’re financial coaches and we focus on helping middle-income families and small businesses that are forgotten in the financial industry. We help our clients with mortgages, retirement planning, debt restructuring, investments, insurance, and quite a bit more. We are a fiduciary advisor. We offer a free consultation to help you with things like retirement planning, business insurance coverage, legal questions, and many other topics.
Whether your financial affairs are relatively simple or very complex, a financial professional can help you develop an investment strategy that's right for you and can provide insight on how to plan for many of life's major events.
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We help you find clarity with your retirement.
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We are a client-focused financial firm providing comprehensive Wealth Management Services - a team of professionals that provide personalized portfolios, host regular review meetings, and put care into everything we do. Established in 1998 by founders Mitchell B. Walk and Bruce S. Udell, Retirement Wealth Specialists has long been committed to providing comprehensive wealth management services. We now have a team of professionals with over 122 years of combined experience in the financial services industry. Our experience over the years has taught us the importance of asking targeted questions that go beyond basic financial planning. We incorporate investment management, tax reduction strategies and family wealth planning into your overall wealth management plan. See our affiliate offices at: Longwood Office 407 Wekiva Springs Road Suite 247 Longwood, FL 32779 Phone: (407) 875-2674 Sarasota Office 1950 Ringling Boulevard Suite 403 Sarasota, FL 34236 Phone: (941) 316-4040
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During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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