Jason Stuber | Bayfront Wealth – Personalized Financial Planning in Sarasota, FL

The Bayfront Wealth Six-Point Financial Plan

Your Personalized Roadmap to a Secure Retirement

At Bayfront Wealth, we believe your retirement plan should be as unique as your story. Our six-point plan is built to help you feel confident, supported, and prepared for every stage of life after work.

Income Planning

In retirement, your paycheck may stop—but your income shouldn’t. We’ll help create a reliable stream of income so you can cover your expenses and enjoy life with confidence.

Insurance Planning

Life is full of unknowns. We review your existing policies and recommend strategies to protect your assets and loved ones from unexpected events, without overpaying.

Investment Planning

Your money should be working as hard as you did. We’ll build a portfolio aligned with your goals, timeline, and risk tolerance—designed to grow and protect your wealth.

Retirement Planning

We’ll design a plan to draw from your savings in the smartest way possible—helping you reduce taxes, avoid penalties, and make sure your money lasts.

Family Tax Planning

Keep more of your hard-earned money. We help you build tax-efficient strategies that protect your wealth today—and preserve it for your family tomorrow.

Estate Planning

It’s never too early to plan your legacy. We cover the cost of Trust & Will to ensure your documents are created—then help you implement the plan exactly as intended.

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Frequently Asked Questions

How do I know if I’m ready to retire?

We’ll help you evaluate your income sources, investment strategy, tax exposure, and future expenses to determine if you’re financially ready. Our six-point plan gives you a clear roadmap to retire with confidence.

What makes Bayfront Wealth different from other financial advisors?

At Bayfront Wealth, you get more than a plan—you get Jason’s personal number, annual reviews, family office support, and access to a collaborative partnership program. We build long-term relationships, not one-time portfolios.

How much money do I need to work with Jason?

We typically work with individuals and couples who have $250,000 or more in investable assets and are within 5–10 years of retirement. If that sounds like you, we’d love to talk.

Will my plan include tax strategies?

Yes. Tax planning is one of the core pillars of our six-point process. We help you reduce tax drag, maximize your retirement income, and create a plan for passing on your wealth efficiently.

Can you help me understand my 401(k) or pension options?

Absolutely. We’ll walk through your retirement accounts and help you determine whether to roll them over, when to take distributions, and how to maximize benefits like pensions or Social Security.

How often will we meet?

You’ll receive a comprehensive quarterly review with Jason—and you can reach out any time. All clients get Jason’s direct number, so you’re never left waiting on a call center or generic help desk.

What if I already have a financial advisor?

Many of our clients come to us for a second opinion. Our complimentary consultation offers a stress test of your current strategy to uncover hidden risks and opportunities you may be missing.

Is there a cost for the first meeting?

No. Your initial consultation is completely free. It’s a chance for us to learn about your goals and see if we’re a good fit—no pressure, no obligation.

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