Financial Planning

As part your relationship with the Wealth Management group, our financial planning professionals will help you develop a dynamic plan that responds to your changing needs. We’ll also assess your current financial situation to see if your existing plan is on track to meet your life goals.

Your Financial Health:

Retirement Planning - Comprehensive strategies to achieve your retirement objectives.
Estate Planning - Plan for the settlement of your estate and distribution of your assets.
Income Tax Planning - Establish tax planning strategies to protect your assets.
Investments - A full range of investment options designed to meet your goals.
Risk Management - Identify and prioritize risks, and create strategies to mitigate them.

Meet the Team

Education & Advice

Regular Reviews
We will meet with you regularly to review your strategy, making adjustments.

Disciplined and Personalized
Investment and financial planning solutions available depending on your situation.

Discover the CNTF difference.

The financial advisors of Canandaigua National Trust Company of Florida (CNTF) offer trust and estate services, investment management solutions, IRAs, and fiduciary services to Greater Sarasota and Florida West Gulf Coast communities.

This material is provided for general information purposes only. Canandaigua National Trust Company of Florida is an affiliate of Canandaigua National Bank & Trust. Investments are not FDIC insured, not bank deposits, not obligations of, or guaranteed by, Canandaigua National Bank & Trust or any of its affiliates, including Canandaigua National Trust Company of Florida. Investments are subject to investment risks, including possible loss of principal amount invested. Past performance is not indicative of future investment results. Before making any investment decision, please contact your legal, tax or financial advisor. Investments and services may be offered through affiliate companies.