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OUR
SERVICES

OFFERING CLARITY TO YOUR FINANCIAL NEEDS!

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 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

DO YOU WANT TO LEAVE A LEGACY FOR YOUR FAMILY?

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

REQUEST MORE INFORMATION

(877) 354-1780

john@objectiveadvisory.com

6151 Lake Osprey Drive, Suite 300

Sarasota, FL  34240

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