A comfortable retirement is goal number one
With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.
Working together, we talk about what you need and want your money to do for you and assess the likelihood that you’ll be able to achieve these goals. If you have to make tradeoffs, we help you there, too, showing you how small compromises might make a big impact over the long term. We also talk about the things that concern you, and strategies that can help alleviate those concerns. As your lifestyle changes, we update your financial plan to keep you moving in the direction you want to go.
We also strive to ensure that your wealth passes in the most efficient way to your heirs and philanthropic endeavors through estate and legacy planning. With our help, you have a full range of resources at your disposal.
Services Include
- Retirement Income Planning
- Social Security Optimization
- Estate and Legacy Planning
- Tax Planning
- Distribution Strategies
- Healthcare Planning
- Long-Term Care Costs
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
related resources
Through the back door to bigger retirement savings
Infographic: Navigating Medicare
The psychological side of spending your retirement savings
Maintaining income after retirement
Infographic: Debunking Social Security myths
Is a niche retirement community right for you?
Protecting your Social Security payout
Infographic: Five habits of 401(k) millionaires
Retiree in training
5 considerations for your Social Security strategy
Raymond James does not provide tax or accounting services.
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- O 484.954.3660
- TF 866.729.8768
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