Retirement Planner Serving Brandon, Sarasota, Palm Harbor, Largo, Treasure Island & Neighboring Cities

retirement plannerDavid Graham is the retirement planner known in the financial industry as the “Retirement Guy.” Millions of Floridians have heard David Graham provide advice on retirement investment goals as the host of his three radio shows, “Guaranteeing your Retirement,” broadcast live Sundays on News Radio 970 WFLA and week days on Impact Radio 1250 WHNZ, “The Opening Bell,” airing daily on News Radio Sarasota 1320/1450 AM and “Money Minutes,” broadcast daily on Sarasota WSRZ FM.

David Graham is one of only two Master Certified Estate Planners in the state of Florida and the founder of Graham Capital Advisors. He is the retirement planner who is trusted and endorsed by local celebrities including Major League Baseball Hall of Fame member Wade Boggs and radio personalities Tedd Webb and Jack Harris. David Graham brings over 30 years of experience to our investment management team, which greatly aids in creating successful investment plans and portfolios personally tailored to the needs and goals of each client.

We offer investors the opportunity to meet with a Graham Capital Advisors’ retirement planner during a complimentary consultation. The consultation will provide you with information about our investment philosophy and present us with an opportunity to learn about the following and more to better determine the appropriate retirement investment plan for you:

  • Current Income, Assets and Liabilities
  • Future Income Potential
  • Retirement Investment Plan
  • Investment Portfolio Holdings
  • Types of Legal Documents Executed for Asset Protection
  • Insurance Coverage
  • Retirement Needs and Goals

After the consultation, your retirement planner will get to work on developing a retirement plan that is customized to maximize your return, so you can turn your retirement dreams into reality. Our legal experts will evaluate financial related documents to ensure your current assets are protected. Our investment platform features security investments such as stocks, bonds and mutual funds, as well as private equity opportunities, which enables your planner to create a diversified investment portfolio.

Hundreds of investors in Brandon, Sarasota, Palm Harbor, Largo, Treasure Island and the neighboring cities have guaranteed their retirements by putting the power of Graham Capital Advisors behind them. Contact us today to schedule a consultation with a retirement planner today and get started on guaranteeing your retirement as well.

 

 

Additional Information