SPECIALIZED EXPERTISE
FOR RETIREES
The need for financial planning doesn’t just end the day you retire. People are living longer today and the possibility of going as long as 30 years without working takes careful planning.
Our goal is to help you preserve your wealth, have sustainable income throughout retirement and maintain your standard of living. To this end, there are many things we do. One is to employ a strategy to mitigate the impact of market risk, taxes and inflation. This includes having a sustainable distribution plan to balance your need for monthly income with your need to make your money last.
We’ll also make sure to discuss important matters such as Social Security and Medicare and collaborate with your legal and insurance advisors on estate planning, life insurance and long-term care. Our main objective is to help you enjoy this significant stage of your life.
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 our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
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