Who We Are at FirstIncomeRetirement
FirstIncomeRetirement (First Income Retirement, LLC) is a Sarasota, Florida retirement planning practice built around one simple idea: your savings should become a dependable income you can live on. We work with individuals and couples who are approaching retirement, or who have already retired, and want a clear plan for turning a lifetime of work into confident spending.
Our office at 1990 Main St in downtown Sarasota is where we sit down with families, listen to what matters to them, and translate those priorities into practical strategies for income, protection, and legacy.
The FirstIncomeRetirement Philosophy
There is no single “best place” for retirement money. Every household has its own timeline, its own comfort with risk, and its own reasons for saving. A strategy that works well for a neighbor may be a poor fit for you. That is why we start with your circumstances, not with a product.
- Income first. We look at how your money will pay the bills each month before we look at anything else.
- Protection matters. Market downturns, rising healthcare costs, and longevity can all strain a retirement. We plan for them in advance.
- Plain language. You should understand every recommendation. If something is unclear, we explain it until it is not.
- Ongoing relationship. Retirement lasts decades. We review your plan as your life, the tax code, and the markets change.
Why Families Choose FirstIncomeRetirement
Personal Attention
Whether your savings total $50,000 or several million dollars, you get the same careful, one-on-one guidance.
Education Before Decisions
Through workshops, booklets, and articles, we help you understand your options before you commit to anything.
Local and Accessible
We are based in Sarasota and easy to reach by phone at (941) 323-7069 or by email at [email protected].
Ready to talk about your retirement goals? Meet with our team for a no-obligation conversation.
Schedule a Complimentary Consultation