Brand Certified
SWAN Retirement Strategies
5.0(57 reviews)
Certified by SWAN Retirement Strategies • Jul 05, 2026
Business Details
2553 Fruitville Road, Sarasota, FL
34237, United States
Certified by SWAN Retirement Strategies • Jul 05, 2026
(941) 212-2166
Certified by SWAN Retirement Strategies • Jul 05, 2026
https://swanstrategies.com
Certified by SWAN Retirement Strategies • Jul 05, 2026
About
Certified by SWAN Retirement Strategies • Jul 05, 2026
Financial Planning
SWAN Retirement Services provides financial planning, protection services, social security analysis, wealth management, and financial literacy media to the state of Florida.
Details
- Requires appointmentAvailable
- Online appointmentsAvailable
- RestroomAvailable
- Onsite servicesAvailable
Location
Certified by SWAN Retirement Strategies • Jul 05, 2026
Hours
Certified by SWAN Retirement Strategies • Jul 05, 2026
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
11/26/20269:00 AM - 5:00 PM
12/25/20269:00 AM - 5:00 PM
1/1/20279:00 AM - 5:00 PM
Products & Services
1 list · 11 items
Explore offerings from SWAN Retirement Strategies on 2553 Fruitville Road in Sarasota, with popular services available at this location.
Reviews
5.0
57 reviews
5 stars
57
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1 star0
- LKLinda KnouseJul 2, 20265.0Murrell is so honest and helpful , he put me in some very good strategies ,It gives me hope for a great retirement . He also has gone above and beyond to help me with putting the program on my computer and phone. You can get in contact with him Very quickly, if you have a problem, he is ready and willing to help. He keeps up-to-date with your account And makes changes if needed. I feel very secure with him taking care of my investments.
- ASAlaina ShawMay 15, 20265.0Murrell was wonderful to work with from start to finish
- EEEh EhApr 16, 20265.0Extremely knowledgeable, professional & excellent with follow up & getting the information best ustomized for your financial situation. Would highly recommend Murrell & SWAN retirement strategies
- JWJeff WalkerApr 11, 20235.0Murrell Winter went above and beyond to assist us with our retirement planning. The transition to retirement is a major life event and a good partnership is vital. When we had questions (and there were many), Murrell and his team were very responsive. They completed all the paperwork to assist with my 457 and Drop rollovers and it went like clockwork. I highly recommend that you partner with Murrell Winter and Swan Retirement Strategies.
Frequently Asked Questions About SWAN Retirement Strategies
What does a financial advisor actually do?
A financial advisor provides comprehensive guidance to help you plan, grow, and safeguard your wealth through various services including investment management, retirement planning, tax-efficient strategies, and ongoing financial advice tailored to your long-term goals.
Who do you typically work with?
We provide services to individuals, families, retirees, and business owners throughout Sarasota, Venice, Englewood, St. Petersburg, and Port Charlotte who are seeking clear financial direction and continuous professional guidance.
Are you a fiduciary?
Yes, we operate as fiduciaries. This means we're legally obligated to act in our clients' best interests at all times, ensuring every recommendation we make prioritizes your financial wellbeing above all else.
How do you get paid?
We maintain complete transparency in our compensation structure, which is fee-based. Some accounts incur no fees while others are charged based on a percentage of assets under management. We thoroughly explain all costs upfront to avoid any unexpected charges.
What services do you offer beyond investing?
Our comprehensive planning services extend beyond investments to include retirement income strategies, tax-efficient investing approaches, estate and legacy planning, risk management solutions, and wealth preservation techniques tailored to your specific needs.
How do you build my investment strategy?
We develop a personalized plan specifically for you based on your goals, risk tolerance, timeline, and current financial situation. We then create a diversified portfolio designed to balance growth potential with appropriate protection measures over time.
How often will we meet or review my plan?
As our client, you'll receive our direct mobile number for texting or calling anytime. We conduct regular reviews either quarterly or semi-annually, and remain consistently available for additional support whenever changes occur in your life or financial circumstances.
What makes SWAN Retirement Strategies different from larger firms?
As a locally owned firm, we provide personalized, one-on-one attention that larger institutions often can't match. We have specialized knowledge of the Florida lifestyle and retirement market, and we view each client as a valued long-term relationship rather than just an account number.
Can you help with retirement planning in Florida?
Retirement planning in Florida is our specialty. We help clients prepare for and enjoy retirement through customized income strategies, Social Security planning guidance, and investment management approaches designed for longevity in Florida's unique economic environment.
What is your investment philosophy?
Our investment philosophy centers on long-term, disciplined approaches that avoid emotional decision-making and short-term market fluctuations. We maintain steady focus on your established goals while adapting to meaningful economic changes when necessary.
Brand Certified Facts from SWAN Retirement Strategies
This information is certified by SWAN Retirement Strategies and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified July 05, 2026Yext Knowledge Graph
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