Phone: (833) 722-6367
Location Information
Where we serve
We work with clients nationwide via secure virtual meetings. In-person appointments are available in these focus markets:
Locations:
Florida (Sarasota, Fort Myers)
Michigan (Kalamazoo)
Chicago area
Sarasota Office:
Executive Center Palmer Ranch
8586 Potter Park Drive
Sarasota FL 34238
Kalamazoo Office:
5955 W. Main Street
Suite 231
Kalamazoo, MI 49009
Phone:
Contact Us
Interested in learning more about how we can help navigate the journey toward your retirement income goals? Contact us to schedule a no cost, no-obligation consultation.
Contact Us
Investment advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. Candor Wealth Strategies and CreativeOne Wealth are unaffiliated entities. We are not affiliated with or endorsed by any government agency, and do not provide tax or legal advice.
Licensed insurance professional. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Past performance may not be used to predict or project future results. This material is for informational purposes only and should not be construed as a recommendation or advice for your particular circumstances.
*Candor Wealth Strategies does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
State Licenses:
Joshua Storey:
AR #17493729
CA #4081772
Sarah Saum:
AR #17283091
TX #3297790