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SMARTER FINANCIAL PLANNING

INSURANCE, PLANNING, & INVESTMENTS

OVER $2 BILLION DOLLARS OF LIFE INSURANCE PLACED

Welcome to Objective Advisory. We strive to provide objective and comprehensive financial planning services for the accumulation, retirement and estate distribution phases of your journey. Our mission is to enhance your life by helping create sound and stress-free financial strategies.

YOU DESERVE
FINANCIAL CLARITY

Are you tired of having too many complex options?

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Are you unsure of your financial future?

 

Do you want to have peace of mind for your family?

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If you can relate to any of the above, you are in the right place. Let's get you the financial clarity you deserve! 

OVER THE PAST 20 YEARS WE'VE HELPED PEOPLE JUST LIKE YOU HAVE PEACE OF MIND

SOLUTIONS WE PROVIDE FOR YOU

Business Succession and Estate Planning

Our expertise includes business succession and estate planning, ensuring smooth transitions and preservation of wealth for future generations.

Personal Financial and Retirement Planning

We offer tailored financial and retirement planning services to help clients achieve their personal financial goals and secure their future.

Investment Management

Our investment management services are designed to grow and protect our clients’ assets through strategic planning and careful analysis.

Complimentary Informal Business Valuation

We provide complimentary informal business valuations to help business owners understand the value of their enterprises.

Disability Planning

Our disability planning services help clients prepare for potential income loss due to disability, providing peace of mind and financial security.

Life
Insurance 
Planning

We assist clients in selecting and managing life insurance policies that best fit their needs and ensure their loved ones are protected.

Comprehensive Investment Appraisal and Analysis

Our comprehensive investment appraisal and analysis services ensure that our clients’ investments are thoroughly evaluated and aligned with their financial objectives.

Long Term Care Planning

We offer long-term care planning to help clients navigate the complexities of future healthcare needs and costs.

OUR CARRIERS

Protective Insurance Logo
John Hancock Insurance Logo
Nationwide Insurance Logo
Lincoln Financial Insurance Logo
Banner Life Insurance Logo

OUR STREAMLINED PROCESS

At Objective Advisory, we prioritize efficiency. With just three simple steps, you can secure your financial destiny and build a lasting legacy for your family.

1

Schedule an Appointment

2

Find a Solution that Fits Your Current Situation

3

Put that Plan into Action

PLAN FOR YOUR FINANCIAL FUTURE

Schedule a free consultation with Objective Advisory today to see how we can help you with your tomorrow!

Sarasota

Office​

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6151 Lake Osprey Drive, Suite 300

Sarasota, FL  34240

Phone: (877) 354-1780

Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment

REQUEST MORE INFORMATION

6151 Lake Osprey Drive, Suite 300

Sarasota, FL  34240

(877) 354-1780

john@objectiveadvisory.com

North Florida

Office

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78 11th Street, Suite 4A

Apalachicola, FL 32320

Phone: (877) 354-1780

Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.

 

Securities offered through San Blas Securities, LLC. Investment Advisory Services offered through Sarasota Capital Strategies, Inc., a Florida Registered Investment Adviser. Insurance products and services offered through Objective Insurance. The information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Securities offered through San Blas Securities, LLC. Investment Advisory Services offered through Sarasota Capital Strategies, Inc., a Florida Registered Investment Adviser. Insurance products and services offered through Objective Insurance. The information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

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