Our clients are unique. The investment strategies we create for them are customized accordingly.

At this stage in your life, through careful planning and strategic investing, you have been able to put your business or professional life behind you. It also means your highest priorities have shifted from accumulation to preserving your wealth in order to provide sustainable income throughout retirement and maintain your lifestyle.

First and foremost, our goal is to help you mitigate risks, both inside and outside the market, that threaten the longevity of your retirement nest egg. This not only includes the management of your portfolio to move funds from weaker to more advantageous positions, but also the use of life and long-term-care insurance to cover unforeseen incidences that, if not taken into account, can prove catastrophic to your finances and your family.

We can also give you confidence that that your wealth passes in the most efficient way to your heirs and philanthropic endeavors through proper estate and legacy planning. With our help, you'll have a full range of resources at your disposal to help you pursue a retirement that's as fulfilling and rewarding as is possible.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc. is affiliated with the Raymond James Insurance Group.

These policies have exclusions and/or limitations. The cost and availability of Long Term Care insurance depend on factors such as age, health, and the type and amount of insurance purchased. As with most financial decisions, there are expenses associated with the purchase of Long Term Care insurance. Guarantees are based on the claims paying ability of the insurance company.

Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.