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  • MANDEVILLE
    1540 West Causeway Approach Mandeville, LA 70471 T: 985.624.1400
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  • BATON ROUGE
    445 North Blvd Ste 500 Baton Rouge, LA 70802-5707 T: 225.339.3336
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Green, Perez & Associates of Raymond JamesGreen, Perez & Associates of Raymond James

Helping you live a longer better life in retirement

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’ll 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. Throughout the process, we’ll talk about the things that concern you and discuss strategies we can employ to help alleviate those concerns. As your lifestyle changes, we’ll update your financial plan to keep you moving in the direction you want to go.

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

Services Include:

  • Retirement Income Planning
  • Social Security Optimization
  • Estate and Legacy Planning
  • Tax Planning
  • Distribution Strategies
  • Healthcare Planning
  • Long-Term Care Costs
Our goal is to help you live the life you’ve dreamed of and make your money last.

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We're here for you

Green, Perez & Associates of Raymond JamesGreen, Perez & Associates of Raymond James
  • MANDEVILLE 1540 West Causeway Approach Mandeville, LA 70471
  • T 985.624.1400
  • Map & Directions
  • Map & Directions
  • BATON ROUGE 445 North Blvd Ste 500 Baton Rouge, LA 70802-5707
  • T 225.339.3336
  • Map & Directions
  • Map & Directions
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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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