Nurturing wealth so you can live a longer, better life in retirement
Many retirees envision retirement as an idyllic time to pursue lifelong goals. And it should be, especially if we do the work upfront to preserve and share the wealth you’ve gained during your working years. As you play the back nine, we can help alleviate some of the anxiety that leaves many wondering if they’ll have enough retirement income to last a lifetime, be healthy enough to enjoy the fruits of their labor or be able to preserve their financial legacy for the next generation. We do so by walking the course together, advising your choices as we work through the emotional tasks of transferring and distributing your wealth, while striving to protect your estate from over-taxation.
- Retirement Income Planning
- Social Security Optimization
- Estate and Legacy Planning
- Tax Planning
- Distribution Strategies
- Healthcare Planning
- Long-Term Care Costs
Protecting Your Social Security Payout
Social Security Myths and Misconceptions
6 Key SECURE Act Takeaways for Individual Investors
Are You and Your Partner on the Same Retirement Page?
This SECURE Act Provision May Impact Your Year-End Planning
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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