Yaegers Financial Services

At Yaegers Financial, our team of dedicated professionals is committed to providing comprehensive financial planning services to individuals, families, and businesses in Sarasota, FL, and beyond. Our goal is to help our clients achieve financial freedom and security by creating personalized plans tailored to their unique needs and goals.

Our Story

Yaegers Financial was founded on the principles of honesty, integrity, and ethics. We believe that trust is paramount to our business, and we strive to maintain a relationship built on trust with each and every client. Our team has years of industry experience in retirement planning, investment planning, college planning, comprehensive financial planning, estate planning, and insurance planning. We use a disciplined and focused process to discover our clients' needs and goals, and create a plan based on that information.

Our Services

At Yaegers Financial, we offer a wide range of financial planning services designed to help our clients achieve their goals. Our services include:

• Retirement Planning: We help our clients plan for a secure and comfortable retirement by creating personalized retirement strategies.
• Investment Planning: Our team helps clients create a personalized investment strategy that aligns with their risk tolerance, goals, and time horizon.
• College Planning: We assist families in planning for their children's education expenses and creating a comprehensive college funding strategy.
• Estate Planning: Our team helps clients plan for the distribution of their estate, including wills, trusts, and probate.
• Insurance Planning: We help clients protect their loved ones and assets with personalized insurance strategies.
• Comprehensive Financial Planning: Our team creates comprehensive financial plans that take into account all aspects of our clients' financial lives.

Why Choose Yaegers Financial?

At Yaegers Financial, we approach financial planning from a holistic perspective. We believe that financial planning is not just about investments or retirement; it's about helping our clients achieve their goals and live the life they want. Our team takes the time to listen to our clients' needs, goals, and concerns, and creates personalized plans that address their unique situation. We are committed to providing exceptional service, and we strive to maintain a long-term relationship with each and every client.