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Vivian Investment Partners

1276 North Palm Canyon Drive Suite 206 Palm Springs, CA 92262 T: 408.713.2020 F: 833.224.1504

Map and Directions Map and Directions
Vivian Investment Partners

7471 Monterey Street Gilroy, CA 95020 T: 408.713.2020 F: 833.224.1504

Map and Directions Map and Directions

Secure a plan for your family's future

07.10.18 // Retirement and Longevity // Checklist //

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Longevity Planning

So, if you’re wondering ‘Am I there yet?’ We can help you figure out what your Work Optional / Financially Independent point is and how we can help you remain in that zone. Contact us for a complimentary consultation.

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1276 North Palm Canyon Drive Suite 206 Palm Springs, CA 92262
408.713.2020
833.224.1504
Map & Directions
Map & Directions

7471 Monterey Street Gilroy, CA 95020
408.713.2020
833.224.1504
Map & Directions
Map & Directions

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.

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.

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

While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

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