There is a lot to consider about how you will live in your retirement years – from choosing the right Medicare Plan, to the possibility of a healthcare episode, to finding a ride to the grocery store. Raymond James has collaborated with the below services to help navigate this phase of life.
This sophisticated software takes into account your specific goals, investment strategy, risk tolerance, spending and saving rate – and tells you the probability of achieving YOUR GOALS!*
PinnacleCare is a concierge health service that maintains relationships with top-ranked medical centers across the country and works with you to find the best treatment, schedule appointments, coordinate seeking a second opinion – even help ensure an accurate diagnosis.
Broadspire will assess, recommend and facilitate strategies for staying in your home as you age and other care needs associated with aging, from minor home modifications to finding the best memory care facility.
EverSafe seeks to protect you from financial fraud by using a proprietary algorithm to monitor your accounts for unusual activity. Alerts are sent to you and those designated as trusted contacts.
HealthPlanOne helps you navigate the complexities of Medicare by comparing options and finding the most cost-effective plan for you, while assuring appropriate coverage for your preferred providers, doctors and medications.
Everplans enables you to organize important information – from a will to a favorite family recipe – and end-of-life wishes, which can be shared with trusted family and friends.
* IMPORTANT: The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time. Asset allocation does not guarantee a profit nor protect against loss. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value. Raymond James is not affiliated with PinnacleCare, Broadspire Care Management, Eversafe, HealthPlanOne, or Everplans
