Carril-Sponseller Retirement Group of

Planning for a Changing Retirement

Retiring in a world of uncertainty is no easy task. Today, retirements are more active, more complex and longer than ever. Creating sustainable income and maintaining your quality of life throughout potential health and life changes requires effective planning and sustained discipline.

Over the past 40 years, we have become valued advocates for our clients. We help them plan for an income that doesn't simply last, but grows to keep pace with higher expenses in retirement. We help provide the reason and discipline that helps temper emotional decisions that can doom a comfortable retirement. Most importantly, our clients become part of a family - that cares for each other's day to day needs while planning ahead for the future.

Your Rights as a Client:

Courteous service
A trustworthy and competent financial advisor
Suitable recommendations
Timely transactions at the best available prices
Full disclosure of costs and risks
Clear communications
Comprehensive statements and trade confirmations
Prompt error and complaint resolution
Strict confidentiality

Click here to read the Raymond James Client Bill of Rights