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.

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.