Serving Venice, Florida
Retirement income, Social Security and financial planning for Venice retirees —
from a family-owned Sarasota firm, about 20 minutes south of our Sarasota office.
Venice
Retirement planning for Venice, FL — done right.
Venice is one of the Gulf Coast's most beloved places to retire — a walkable island downtown, the shark-tooth beaches of Caspersen and Venice Beach, and a community built around an unhurried, sun-warmed pace of life. It's exactly the kind of retirement people spend decades working toward.
SWAN Retirement Strategies helps Venice retirees and pre-retirees turn that lifetime of saving into dependable income — with a written plan for taxes, healthcare, Social Security timing and legacy. We meet you in person, over Zoom, or by phone, whichever fits your life.
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Full-Service in Venice
Venice · Straight Answers
Yes — Venice is one of our core service areas. We work with Venice retirees, pre-retirees, and families on retirement income, Social Security, investments, and estate planning, in person or virtually.
Our office is at 2553 Fruitville Road in Sarasota — about 20 minutes north — and we also offer complimentary phone and Zoom consultations so Venice clients never have to travel unless they want to.
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Your Turn
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