Wealth Management

Peason Financial Group provides attentive service to help high-net-worth individuals develop effective wealth- and investment-management strategies. We work in conjunction with your CPAs and attorneys to provide comprehensive wealth-management services. If you desire generational income, estate planning, income tax strategies, or you have philanthropic goals, we can help develop a tailor-made plan for you and your family.

We provide a wide range of services to help you grow and preserve your wealth so you can pass it on to your family and heirs in the most tax-efficient manner. For more than two decades, the wealth managers at Retirement Income Source of Sarasota have helped affluent families grow and preserve their wealth with services that include:

  • IRA Legacy Planning
  • Long-Term Care Policies
  • Asset Preservation Strategies
  • Estate Planning
  • Tax-Saving Strategies