Sarasota, FL
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Sarasota Retirement Planning Professionals

Browse these retirement planning services with great ratings from Thumbtack customers in Sarasota.

Alla Johnson, CPA, LLC
4.9
from 11 reviews
  • 4 years in business
  • 18 hires on Thumbtack
Dennis N.
Verified review

I am self-employed and Alla prepared my taxes for 2016. She clearly explained the requirements and saved me some money on my taxes. She is a pleasure to deal with.

Market Tax & Accounting
5.0
from 6 reviews
  • 1 hire on Thumbtack
Richard B.
Verified review

I had a great experience with Star Nsurance while trying to find a health insurance plan for myself. Their friendly and knowledgeable agents thoroughly explained all of my options to me and helped me make the choice the was best for me which cost far less than I was expecting! I was shocked to find out that Star offers a full line of insurance products including life and auto. My agent told me that they also do tax returns so I'll be back again during tax time. If you want to deal with great down to earth people who really know the business I definitely would recommend Star Nsurance in a heart beat!

  • 17 years in business
  • 8 hires on Thumbtack
Alicia R.
Verified review

Professional and friendly. The appointment was on time. No waiting

MJBiz Consulting LLC
5.0
from 3 reviews
  • 3 hires on Thumbtack
John Z.
Verified review

We're just starting to work together, but so far so good. We brought Martin in to help with bookkeeping and realized that there are many areas where he can help our business - operations, planning, strategy and more.

Success Wealth Management
5.0
from 3 reviews
  • 16 years in business
  • 2 hires on Thumbtack
Thumbtack Customer
Verified review

My husband and I just had our first visit with Jorge the financial planner and to say the least his service was spectacular and very informative. Dropping knowledge on our domes, we truly feel we got a great first time experience with tons of useful information that we will take to heart. Using great analogies we were capable of understanding every insightful suggestion offered by Jorge. Going forward, Jorge will be our guy for all our financial planning needs.

John E. Calhoon, CPA, LLC
5.0
from 4 reviews
  • 28 years in business
  • 9 hires on Thumbtack
Marrion C.
Verified review

John Calhoun has been my CPA for over 5 years. He makes certain I have nothing that IRS would question while making certain I can claim all deductions possible. He makes certain I have backup for all my deductions. I have a tri-plex and live in the top level. John makes certain I only take deductions for repairs in the two lower apartments. He also takes into account all my already paid taxes and all income. Some years I have experienced a refund and some years I have to pay more taxes which is my own fault for not having taxes taken from my social security income. I would recommend John to anyone as their CPA and tax consultant. Marrion S. Cantu

  • 19 years in business
  • 1 hire on Thumbtack
Julie B.
Verified review

My husband and I recently consulted with Eric from Expanse Financial for financial coaching to help us better understand our current financial picture, identify our goals and map out a plan of how to achieve them. His feedback was invaluable! He gave us the tools we needed to implement a plan and even a framework of time in which we would be able to start reaching our short term and long term goals. No judging, no guilt, no insulting our intelligence, just straightforward, easy-to-understand guidance and advice. We believe the tools we were given are the keys to unlocking our future financial success, both personally and professionally. Ever since our meeting with Eric, we have shared our experience with a number of friends who also need to restructure their finances to achieve their goals and recommended that they too, reach out to Expanse Financial as a step in their journey to success.

IdeaVibe
5.0
from 1 review
  • 6 years in business
  • 1 hire on Thumbtack
Mark J.
Verified review

Excellent work. First class business plans and deal books. Work delivered on time. Exceeded expectations. The IdeaVibe team was on point on all aspects during the process. They brought additional value add to the process that was completely unexpected.

  • 4 years in business
  • New on Thumbtack
Michelle D.
Verified review

As a small business owner, it's overwhelming wearing many hats while trying to run a profitable business. I love this firm because they are personable. They take time to educate me and understand my needs. I started with them last year with outsourced CFO service and have since added on tax planning and prep because of the solid relationship we've built. It was important for me to build a great relationship with anyone that's handling my finances. This is the third CPA firm I've contracted because I wanted to work with a firm that take the extra time to understand my company, ask me the right questions and return my call in a timely manner.

  • New on Thumbtack
About

We do consulting for major retailers with an emphasis on contingency auditing. We have saved our customers millions of dollars by recovering overpayments to their vendors.

  • 7 years in business
  • New on Thumbtack
About

We help people with personal and leadership development. We work with people one-on-one to fine-tune their skills and also have team events to build confidence and have fun. We also provide financial training to help you get out of debt and start working on a saving plan.

About

Capital Solution Services is your source for unique personal credit lines. We help you to take your financial planning to the next level by obtaining a low interest personal loan, or by assisting with an increase of a home equity line of credit.

  • 14 years in business
  • New on Thumbtack
About

Cory Boyas has built his practice on the cornerstone of education, founded on integrity and exceeding client service expectations. Cory's vision of working with a hand-selected team of senior analysts and advisors, coupled with a premiere, five-star experience, equates to a level of knowledge and service that is simply unparalleled by other organizations. His goal is to create long-term relationships with his clients, matching world-class products in the marketplace while serving as an industry leader in our community. Cory works with a network of financial professionals, offering a full line of holistic risk and financial services, including the following: * Financial Planning (Basic Needs Analysis, Comprehensive Personal and Business Analysis) * Retirement Planning (PDIAs and Annuities) * Health Coverage (On Exchange, Off Exchange, Short-Term, Fixed and Major Medical) * Medicare (Medicare Part C HMO, RPPO, PPO, PFFS, Part D, and Supps Specialist) * Dual Special Needs Plans * Supplemental Coverage (Dental, Vision, Accident, Critical Illness, Cancer, and Hospital Confinement) * Business Planning (Key-Man, Buy-Sell, and DOE) * Education Planning * Insurance Solutions (Term and Whole Life, Disability, Long-Term Care, Mortgage Protection, and Final Expense) Cory Boyas is quickly becoming one of the most recognized names amongst independent professionals and small business owners in the great state of Florida.

About

I am a financial professional providing services and products assisting individuals with their financial planning needs.

  • New on Thumbtack
About

Waddell Reed is a full-service financial planning firm. Since 1937, we have been dedicated to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound financial decisions by utilizing our financial planning process. We call this approach investing, with a plan.

  • New on Thumbtack
About

Serving Sarasota, FL, and the outlying areas, Russ Williamson of Platinum Planning, Inc. is offering the services including, but not limited to, the following: wealth management, financial advisor, retirement planning, estate taxes and investing.

  • New on Thumbtack
About

Services offered: - Retirement planning - Estate planning - Insurance planning (life, disability, and health) - Brokerage accounts management - Fundraising for charities

  • New on Thumbtack
About

Executive Profile I am an accomplished executive with demonstrated ability to deliver mission-critical results. I am able to provide the financial vision, mind set and resources to take the company to the 'next level.' Accomplishments The company I currently work for has surpassed all revenue goals 25% per year over the last 10 years. At hire in the company was $1.5 M. Today, it is a $10 M company. Skills I have 10 years' experience in full financial control of a manufacturing company. I am responsible for all accounting operations, A/P, A/R, financial statement preparation, budgets, payroll administration and account analysis. I have knowledge of finance, accounting, budgeting, and cost-control principles, including generally accepted accounting principles. I have knowledge of federal and state financial regulations. I have ability to analyze financial data and prepare financial reports, statements and projections. I do general ledger and monthly/year-end closings, financial statements and reports, including quarterly presentation to management team, financial and operational analysis and make recommendations for process and performance improvement, and risk management. I have working knowledge of short- and long-term budgeting and forecasting, rolling budgets, and product-line profitability analysis, prepare monthly sales and use tax return. I am responsible for maintenance contracts for equipment, various reports in several formats for company executives, all aspects of company insurance (general as well as health/dental, etc.), comparing costs and options of everything, from office supplies to phone/Internet services, etc., for three companies and five executives, able to review and advise on purchase contracts and financing options, deal with and negotiate with vendors and customers and financial institutes and all aspects of human resources, responsible for cash flow analysis, able to work closely with outside CPA for tax returns, business decisions, etc. I provide leadership and coordination of company financial planning, debt financing, and budget management functions. I exercise discretion with finance-related information accounts receivable, accounts payable, cash flow, payroll and HR for both employees and independent contractors.

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