Suncoast Advisory Group - Our Philosophy

There is an ancient proverb that says, “Listen to advice and accept instruction, and in the end, you will be wise.” When it was founded over a decade ago, Suncoast Advisory Group set out to be the source of such advice and wisdom for its clients. With a professional track record and steadfast business and investment principles, Suncoast Advisory Group stands for confidence and integrity. By keeping the emphasis personal, Suncoast Advisory Group works with each client individually to tailor a financial plan that targets specific goals and dreams. With no attachment to selling or promoting products, we act as a consultant and partner in helping you work toward reaching your objectives for the present and the future. What are some of the benefits our clients have come to expect from us? • Advice and counseling that is totally objective We seek to create the best financial plan for you, covering such areas as investments, insurance, cash flow, retirement, business continuity, fringe benefits and estate planning. Our clients expect objective advice based on experience and knowledge and a watchful eye to monitor their plans annually. • Research and evaluation free from conflict of interest Good sound financial advice requires special attention. Research, evaluation, time, patience, understanding, listening and reacting to our clients’ needs is what makes us different. We have additional resources such as staff attorneys and accountants to supplement our efforts without generation of additional fees or commissions. • Implementation of financial products In addition to creating and designing financial plans for clients, Suncoast Advisory Group offers investment/insurance products. However, clients are not obligated to implement products through Suncoast Advisory Group. We will evaluate all financial companies offering products to provide advice in the best interest of our client. • Added value service to our clients Suncoast Advisory Group will provide value added services to better meet the needs of our clients. This may include investment advisory services; workshops that promote financial education; charitable giving strategies for individuals and corporations; mortgage financial assistance; evaluation of real estate and partnerships; and analysis of costs and fees of other professional services. • Reasonable fee structure We treat each client individually. Fees charged will depend on services desired by the client, the client income and net worth, and the complexity of his or her situation. We are continually on the lookout for opportunities for our clients to help work toward their goals and maintain openness to the process of reaching those goals. At Suncoast Advisory Group, we are ready for the journey–you decide the destination.

Home | Mission Statement | About Us | Services | Resource Center | Contact 15 Paradise Plaza #354, Sarasota, Fl. 34239 Office: (941) 375-7320 Fax: (941) 827-2916 info@suncoastadvisorygroup.com Securities offered through Mutual Service Corporation. Mutual Service Corporation and LPL Financial are affiliated companies and are members of FINRA/SIPC. Advisory Services offered through Suncoast Advisory Group, a Registered Investment Advisor.  Suncoast Advisory Group is not affiliated with Mutual Service Corporation or LPL Financial.