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Illinois Office

2403 Harnish Drive, Ste. 201

Algonquin, IL 60102
(847) 428-3997

Florida Office

5245 Office Park Blvd. Suite 103

Bradenton, FL 34203
(941) 308-9862

Financial Planning & Estate Planning in the Bradenton–Sarasota area

When You're Ready, We're Ready.

When You're Ready, We're Ready.

Retirement income and investment planning for retirees in Bradenton, Lakewood Ranch, Sarasota, Parrish and across Manatee County

Address

5245 Office Park Blvd., Suite 103

Bradenton, FL 34203

Phone

(941) 308-9862

Hours

Monday thru Friday - 8am to 5pm

Saturday & Sunday - By Appointment

Who We Help on Florida’s Gulf Coast

New Residents

You’ve moved from Illinois or another state and want your plan updated for life in Florida.

Snowbirds

You split the year between two homes and want a firm that can meet you in both places.

See our Illinois office

Retirees

You need dependable income from Social Security, pensions and savings for decades to come.

Pre-Retirees

You want to know when you can stop working and how much you can spend.

Not Sure if a Financial Advisor is Right for You?

Scheudule a free, no pressure, no obligation consultation to see how we work and what we can do for you. 

SCHEDULE A FREE CONSULTATION

How We Help

Retirement Income Planning

A clear plan for what you can spend each year and where it comes from.

Investment Management

Portfolios managed for income, growth and the risks that matter to and through retirement.

Estate Plan Coordination

Beneficiaries, account titling, tax-efficiency and trust funding aligned with your estate documents.

Tax-Aware Planning

Roth conversions, withdrawal order, tax-efficient beneficiary designations and charitable giving strategies.

Social Security & Medicare

Claiming and enrollment decisions that fit your full financial plan.

Estate Planning

In-house trusts, wills, POAs, beneficiaries and account titling, coordinated with your financial plan.

LEARN MORE

How We Are Compensated

We are a "fee-only" financial advisory firm and we are compensated by charging our client a fee rather than by receiving a commission for selling a product. These fees are charged as a percentage of the assets we manage for our clients.  

We have no asset minimums to meet with us.

LEARN MORE ABOUT FEE STRUCTURES

What Working With Us Looks Like

1. Free First Meeting

About an hour, in person or by video. Leave with a sense of direction, no obligation.

2. Discover

During the meeting, we learn your goals, income needs, accounts and family situation.

3. Plan

We build a custom plan for retirement income, investments and your estate based on your specific needs.

4. Implement & review

We put the plan in place and review it with you at least once per year, or as your life situations change.

Planning for Retirement on Florida’s Gulf Coast

Planning for Retirement on Florida’s Gulf Coast

Florida’s laws and living costs shape retirement and estate planning in ways that differ from most states.
We help Bradenton-area clients plan around them.

Planning With No State Income Tax
Roth conversions, IRA withdrawals and capital gains can be timed around federal taxes alone, which can change the math on when and how much to convert or sell.

Homestead Benefits and Rules
How the homestead exemption and the Save Our Homes assessment cap affect your housing costs, and the Florida rules that limit how a homestead can pass to heirs.

Florida Asset Protections
Florida law shields many retirement accounts, annuities and life insurance cash values from creditors, and married couples can hold accounts as tenants by the entirety.

Frequently Asked Questions

What areas does your Bradenton office serve?

We meet with clients in Bradenton, Lakewood Ranch, Sarasota, Palmetto, Parrish and throughout Manatee and Sarasota counties, and by video with clients across the United States.  We currently have clients in 38 states.

How much does a financial advisor cost?

We are a fee-only financial advisory firm meaning we charge a fee based on the value of the assets we manage for you.  Our most common percentage is 1% of the assets we manage for a client.  The fees are debited from your accounts at the rate of 1/4 of your fee percentage each quarter (January, April, July & October).

Can we meet when I’m only in Florida part of the year?

Yes. We have options to meet in-person or virtually so we have the ability to meet with you no matter where your travels take you.

Are you a fiduciary?

Yes. Hendricks Wealth & Estate Management is a Registered Investment Adviser, which means we have a fiduciary duty to act in your best interest when we provide investment advice and financial planning. We’re paid through a percentage of the assets we manage for our clients, not commissions on the investments we recommend, and we disclose any conflicts of interest in our Form ADV and Client Relationship Summary.



View our FAQ Page!

When You're Ready, We're Ready. 

Scheudule a free no pressure, no obligation consultation to see how we work and what we can do for you. 

SCHEDULE A FREE CONSULTATION

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Complete the form below and one of our team members will reach out to answer any questions or schedule a FREE initial estate planning or financial consultation.

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