Investment Planning Services For Employees and Retirees of OPPD

It is important that your selections match your risk tolerance, objectives and time horizon.

How much money will you need to retire?

When planning for your retirement, it is important to quantify your sources of income. There are a variety of key factors that need to be considered, including:

• Personal Savings
• Social Security
• Pension

Do you have a distribution Plan?

We can provide assistance in establishing and implementing your tailored retirement income strategy.

The Regency Group of Raymond James

Dedicated to providing OPPD with financial products and service customized to the needs of each individual. That commitment includes education and financial advice.

We invite employees and retirees to take advantage of our complementary investment planning services. We are prepared to help you with your 457 and 401(k) plans as well as other financial concerns and goals.

Consulting services we offer

Asset Allocation Analysis – Determine individual goals, objectives and risk tolerance; diversified investment recommendations.

Retirement Planning – Determine needs; set goals, monitor progress toward financial goals

Retirement Plan Distributions – beginning distributions; tax-efficient distribution strategies; early retirement issues

Wealth Transfer Planning – Life insurance review; beneficiary analysis; coordination of strategies with your tax or legal adviser.