Skip to content
facebookenvelope
  • T: 678.566.2500
  • TF: 800.564.3589
  • F: 678.566.2501
Feel free to reach out.
  • Home
  • About Us
    • About Us
    • Timothy Holcombe
    • Perry Holcombe
    • Greta Johnson
    • Why Work With a CFP
    • About Raymond James
  • Our Clients
    • Our Clients
    • Business Owners
    • Family Office
    • Individuals
    • Retirees
    • Women
  • Our Approach
    • Our Approach
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Risk Management
    • Longevity Planning
    • Getting Organized
  • Resources
    • Resources
    • Worthwhile
  • Blog
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Alpharetta-3KE
    2400 Lakeview Parkway Suite 200 Alpharetta, GA 30009 T: 678.566.2500 TF: 800.564.3589 F: 678.566.2501
    Map and Directions Map and Directions
Holcombe Wealth Management of Raymond JamesHolcombe Wealth Management of Raymond James

Nurturing wealth so you can 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 risk 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 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. If you have to make tradeoffs, we help you there, too, showing you how small compromises might make a big impact over the long term. We also talk about the things that concern you, and strategies that can help alleviate those concerns. As your lifestyle changes, we 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

related resources

Protecting your social security payout

Protecting your social security payout

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.

Retirement & Longevity
Why contribute to a Roth IRA?

Why contribute to a Roth IRA?

Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.

Retirement & Longevity
Are you and your partner on the same retirement page?

Are you and your partner on the same retirement page?

Many couples don’t agree on when, where or how they’re going to spend their golden years.

Retirement & Longevity
The psychological side of spending your retirement savings

The psychological side of spending your retirement savings

Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.

Retirement & Longevity
Could You Thrive in a Niche Retirement Community?

Could You Thrive in a Niche Retirement Community?

Things to consider – and learn – before joining a community with like-minded retirees.

Retirement & Longevity
Where Medicare Falls Short

Where Medicare Falls Short

Medicare provides a lot of coverage, but it doesn't cover everything.

Retirement & Longevity
Reach out to us
Holcombe Wealth Management of Raymond JamesHolcombe Wealth Management of Raymond James
  • Alpharetta-3KE 2400 Lakeview Parkway Suite 200 Alpharetta, GA 30009
  • T 678.566.2500
  • TF 800.564.3589
  • F 678.566.2501
  • Map & Directions
  • Map & Directions
facebookenvelope

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2022 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use