Helping you address your retirement planning priorities

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 risks 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. We can create a personalized plan designed to preserve your wealth and mitigate the impact of market risk, taxes and inflation. This includes having a sustainable withdrawal strategy to strike a careful balance between your need for monthly income and your desire to make your money last your lifetime.

We will collaborate with your legal and insurance professionals on important matters such as having a plan for your estate and having the protection provided by life insurance and long-term care insurance. As your life changes, we will also be here to review important matters such as Social Security and Medicare.

We also strive to ensure that your wealth passes most efficiently to your heirs and philanthropic endeavors through estate and legacy planning. With our help, you have a full range of resources at your disposal.

You’ve worked hard all your life to arrive at this significant stage of your life. Our goal is to help you enjoy it.

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 or legal advice. You should discuss any tax or legal matters with the appropriate professional.