Serving Bradenton, Florida
Retirement income, Social Security and financial planning for Bradenton retirees —
from a family-owned Sarasota firm, just north of Sarasota.
Bradenton
Retirement planning for Bradenton, FL — done right.
Across the Manatee River from Sarasota, Bradenton pairs a revitalized Riverwalk and historic neighborhoods with a steady, family-oriented feel. Its retirees and near-retirees want the same thing everyone does — the confidence that the money will be there.
SWAN Retirement Strategies gives Bradenton families a written retirement plan: income that lasts, smart Social Security and tax decisions, disciplined investing, and protection for what they've earned — from a locally owned firm minutes away.
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Full-Service in Bradenton
Bradenton · Straight Answers
Yes — Bradenton, Lakewood Ranch and greater Manatee County are core service areas, served in person or virtually.
You work directly with Murrell and a small, family-owned team — never a call center — and every plan is built around you, not a template.
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A complimentary consultation is the first step — by phone, Zoom, or in our Sarasota office. No obligation, entirely confidential.
Book a consultation → Or call (941) 212-2166 · complimentary · entirely confidentialFree · Confidential · No obligation
Answer a few quick questions and we’ll prepare a personalized retirement report for you. We typically reply within 1 business day, often the same day.
Prefer to call? (941) 212-2166