Financial guidance from any point in life



Managing Through Retirement

There are many decisions that come with retirement. What do you do with a lump sum payout? How do you minimize tax liabilities? That’s why it takes patience and discipline when it comes to planning for and living in retirement. While many people think in terms of that single date, experience has taught us that the most important part of retirement is all the days that come after day one.

Also, there are those later in life changes and the planning necessary to assure your wishes are known and all of the planning is in place to help make it easier on everyone.

Above and beyond at Bacon Financial Advisors

Though our professionals can’t see into the future, they can show you how it may look when all the money you’ve saved and invested becomes the replacement for your paycheck. By modeling your assets into an income stream, you’ll be able to discover possible tax obligations and other risks to your money and then identify possible solutions to help mitigate them. Ultimately, our advisors use this technique to help develop a strategy for how best your assets can serve you today while keeping a watchful eye on the future.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

By helping shoulder the personal financial responsibilities of our corporate clients, it frees them to fully participate in the personal side of their lives.

Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Bacon Financial Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. 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. Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individual responses involving either the effecting of or attempting to effect transaction in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered.

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