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Financial Advisors of Sarasota LLC

Profile

Financial Advisors of Sarasota, LLC is a Sarasota based firm that specializes in financial planning and investment management. John Daniels CPA is the principal of the firm with 30 years’ experience in the financial services industry. The firm’s mission is to provide personalized service to younger families with their financial planning needs and to retirees with their wealth management needs.
The firm has developed a proprietary software program to assist with financial planning.

Benefits

The firm has developed a proprietary software program to assist with financial planning. The software is personalized for the client and is unlike most “black box” software that other advisors use that has built-in, non-transparent formulas to fit all clients.

Focus

The firm also has developed an investment strategy call the Protected Growth Portfolio that uses options to minimize downside losses in the market and enhance the portfolio’s income. The strategy can be personalized to fit the client’s specific risk tolerance and goals.