Nurturing wealth so you can live a longer, better life in retirement

Nurturing wealth so you can live a longer, better life in retirement

Today people are living longer than ever. Having a flexible retirement plan in place and a trusted advisor to help educate and navigate through life transitions and unexpected happenings is essential.

Retirement Life Gameboard.

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There are so many decisions to make in the retirement years. We can walk beside you and guide you through these life transitions, offering sage advice and strategies to equip you to make sound decisions.

Services Include:

  • Retirement Income Plans
  • Social Security Optimization
  • Pension Advice
  • Estate Planning: Wills, Trusts
  • Tax Planning
  • Navigating Medicare
  • Education regarding life, disability and long-term care insurance
  • Charitable Giving

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Sophisticated wealth management

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Sage Financial Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.

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