Offering Clients Holistic Financial & Retirement Planning Services

Access Our Retirement Income Planning Resources & Insights

Do you know someone who could benefit from straightforward retirement and wealth planning? We work with clients across the country via secure virtual meetings, with in-person availability in Florida, Michigan, and the Chicago area. If a friend or family member would appreciate candid guidance, we’re happy to connect and explain our process.

5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster

Financial Success in Retirement

Strategies to help you achieve financial stability during your retirement.

Download Guide

5 Key Money Moves For Your Old 401(k)

Help maximize your retirement

Download Guide

How to Rock Your Old 401(k) & Avoid Surprise Tax Bills

Understanding Sequence of Returns Risk

Learn how to avoid retirement pitfalls

Download Guide

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:

(833) 722-6367

(833) 7CANDOR

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.

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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

Form CRS

ADV Part 2A

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Access Our Retirement Income Planning Resources & Insights

Financial Success in Retirement

5 Key Money Moves For Your Old 401(k)

Understanding Sequence of Returns Risk

Location Information

Where we serve﻿

Contact Us

Contact Us

Where we serve