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.
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 talk about how to create a retirement paycheck from your assets and what changes we need to make to your investments to increase stability yet maintain growth for the years ahead. We address issues specific to your life stage such as Medicare, optimizing Social Security, and insuring long term care costs. We plan for required withdrawals from your IRA’s, minimizing taxes when possible, and making sure we plan for longevity and inflation. As your lifestyle changes, we update your financial plan to keep you moving in the direction you want to go.
We also assist with estate planning, making sure you pass on not just an inheritance but a legacy. Along with your attorney, we help you establish an integrated plan to help those you love and protect your estate all while honoring your values. Raymond James has the resources you need to maximize the impact of your charitable giving, possibly using strategies such as Donor Advised Funds or Charitable Gift Annuities.
Our mission is to serve as an extension of your family, handling everything related to managing and preserving your wealth, and building your legacy – so you are free to focus on enjoying your life and the people important to it.
Our goal is to help you live the life you’ve dreamed of and make your money last.
