Retirement Income Source Team – Retirement Income Source® SW Florida

Retirement Income Source® Team

Your Best Interests Will Always Come First

Our team of qualified financial advisors and wealth managers are experienced in helping clients navigate the complexities of planning and saving for retirement. Our advisors carry a fiduciary responsibility to always act in their clients’ best interests.

Micah Keel

President and Owner

Fred Atlas

Senior Financial Advisor

Randy Dorcey

Estate Planning Specialist

Greg Milewski

Certified Financial Planner®

Jill Peters

Client Services Manager

Julie Levato

Client Services and Marketing

Kat Merriman

Investment Advisor Representative

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Retirement Income Source® of SW Florida, and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Retirement Income Source® of SW Florida and Sound Income Strategies LLC are not associated entities. Retirement Income Source® of SW Florida is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies LLC are associated entities. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Sound Income Strategies, LLC are not affiliated companies. 2023 Sound Income Strategies

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Contact Us

401 North Cattlemen Road
Suite 306
Sarasota, Florida 34232

9160 Forum Corporate Way Suite 350 Fort Myers, Florida 33905