Phillip Smelser

Financial Education and Achievement is a reputable financial firm located in Sarasota, FL and Woodfin, NC. With a team of experienced professionals, they provide comprehensive retirement planning services, including workshops, calculators, videos, and market analysis. Committed to their clients' best interests, they adhere to the fiduciary standard and prioritize clarity and guidance in navigating the complexities of retirement planning. Recognizing the unique financial challenges faced by the Baby Boomer generation, Financial Education and Achievement aims to address concerns such as longer life spans, market volatility, and the changing landscape of social security and pensions. Led by Phillip L. Smelser, a Charted Retirement Planning Counselor, they offer specialized expertise in women's financial security and empower individuals to take charge of their financial future. Through their newsletters and educational resources, they provide valuable insights and strategies to help clients achieve financial security and peace of mind.Generated from the website

We Will Get You Through This!

SWAN Retirement Strategies, based in Sarasota, Florida, specializes in providing tailored financial services for individuals, particularly those within the Florida Retirement System, including law enforcement, firefighters, and educators. The firm aims to build long-term relationships with clients, helping them achieve their unique financial goals through personalized wealth management and financial planning. Led by Murrell Winter, who holds advanced degrees in finance, SWAN Retirement Strategies emphasizes a data-driven approach to creating individualized financial plans. The firm is committed to guiding clients through the complexities of retirement paperwork and continuously monitoring their financial strategies to ensure they adapt to life's changes. Generated from the website