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FINANCIAL SERVICES TAILORED TO YOUR NEEDS
We do not believe that one size fits all when it comes to someone’s wealth. Everyone’s situation is unique! We specialize in helping those in the Florida Retirement System (DROP and Investment Plan). This includes law enforcement, firefighters, schoolteachers, county employees, and anyone else who is an eligible Florida Retirement System (FRS) Pension Plan member.
We also serve many high-net-worth families. These families might have existing 401(k) accounts, IRA accounts, investment accounts, businesses, real estate, or inheritances.
We help you decide what investment and services best fit your needs. Our goal is to help you and your family build wealth and enjoy life for generations to come. We are in this for the long term.
Murrell Winter
Financial Planning Specialist
Murrell Winter is the owner of SWAN Retirement Strategies. In his role, he oversees his clients’ investments, assists in investment transactions, communicates with clients to discover their retirement dreams, and helps create short-term and long-term goals in making their dreams into reality. Murrell is also a financial planning professional at The Second Half Team.
Murrell also plays a role in our institutional advisory services. He helps business owners manage company-wide retirement plans, facilitate company-wide meetings, and serve each employee on the individual level.
Murrell has earned a bachelor’s degree in finance from Palm Beach Atlantic University and a master’s degree in finance from The University of Tampa. He is married to his high school sweetheart, Kayla, and they live in Sarasota, Florida.
“My commitment to my clients is personal as much as it is professional. I work closely with each client to develop long-term relationships and help all of them grow more than just financially during their retirement.”
Massimo Teresi
Financial Planning Specialist
Massimo Teresi is a financial advisor who specializes in retirement planning. He received his bachelor’s degree from Florida Gulf Coast University. Massimo specializes in empathizing with his clients and connecting with them on a personal level.
Massimo takes the time to understand his clients’ financial goals and works with them to develop a customized financial plan that helps them achieve those goals.
Massimo is a fiduciary, which means he puts his clients’ best interests ahead of his own. He believes this is a key element in building strong, lasting, personal relationships with his clients. He works in our Sarasota, Florida, office, the town in which he was born and raised.
HELPING YOU PLAN FOR FINANCIAL SUCCESS
Our mission is to make sure that you have an individualized plan that is tailored to your needs and goals. In being data-driven and results-focused, we run numerous scenarios to optimize your plan from a distribution and tax-efficiency perspective. We then work with our network of professionals to incorporate any additional insights that may be needed in creation of your plan. We will always go the extra mile to ensure your plan is actionable and accurate.
Introduction
There are several ways that you can connect with us. Some ways to get in touch with us are:
– Phone call or text message:
(941) 271-9005
– Schedule a meeting on our calendar
– Send us an email at
murrell@SWANstrategies.com
This introduction allows us to start a conversation of achieving your financial goals.
Financial Fact Finder
Online Questionnaire / Zoom Call / Phone Call
To achieve this step, we need to have a clear picture of your situation. We need to know items like:
– What is your current income?
– What will your income be in retirement? (Pension, Social Security, etc.)
– Do you have any assets?
– What different investment accounts do you have?
We can easily achieve this step by sending you a secure link to your email. This link will take you to your very own Financial Fact Finder. Once completed, it will notify our team and we will immediately start working on the next step.
For those that feel more comfortable with a Zoom call or a phone call, please schedule a time and we can have a conversation.
Creating the Financial Plan
With all the numbers and information that we talked about in step 2, our team now starts creating the financial plan. A lot of effort goes into creating a financial plan that is tailored to your needs. Being data-driven and results-focused means we run numerous scenarios and design every plan to be specific to your situation and your goals.
1st Presentation (Zoom)
This is an exciting step. For the first time, you get a clear picture of how your financial future looks. This is when we have an open and honest conversation about your needs, wants, wishes, and concerns. We will go into detail about your situation, and we will make sure that all the numbers and accounts are correct.
2nd Presentation
(In-Person)
Nothing can replace the personal touch of meeting in person. Along with getting more familiar with the financial plan, the second meeting is a great opportunity to ask any questions that you have thought of since the first meeting. This meeting gives us a great opportunity to build trust and form a personal connection. People tell us that at most other firms, they feel like just a number, but here at SWAN Retirement Strategies, we want our clients to feel like family.
Coordination of Your Retirement Paperwork
Most people stress when retiring because of all the paperwork they must fill out with their employer. We help our clients retire with confidence by reviewing their documents and helping them through the process. This includes FRS and City DROP paperwork. We will help you submit your forms to the state.
Continually Monitor and Revise Your Plan as Needed
We understand that the market and the world can be very volatile. We closely monitor each aspect of your plan and keep in constant contact with you. As changes occur in your life, we will be there with you to adapt the plan, give you options, and advise you on a direction to take. Whether it’s adjusting to market corrections, paying for a child’s wedding, or planning for your long-term care needs, we will be there with our concierge service.
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Disclosure:
Investment advisory services offered through Second Half Partners, LLC, an SEC-registered investment advisor #163454. Insurance and annuities offered through Murrell Winter, FL NPN# 19081214.