SWAN Retirement Strategies
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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.
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