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

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.

News & resources

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Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
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How your retirement savings can continue working for you.
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Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
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Retirement & Longevity
Things to consider before joining a community of like-minded retirees.
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To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
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You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
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Retirement & Longevity
Practice makes perfect when it comes to retirement.
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As you prepare to start claiming benefits, be sure to ask yourself these questions.
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Retirement & Longevity
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
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Keep these strategies and considerations in mind.
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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 our office for information and availability.

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