Helping you plan your future today
Retirement planning doesn’t end when you exit the workforce – it continues throughout your retirement years. We specialize in helping individuals continue to enjoy the comfortable retirements they deserve.
Preserving your wealth, creating sustainable income throughout retirement and maintaining your lifestyle are probably your highest priorities. We can help you with wealth management needs such as income projections, distribution planning, estate and legacy planning, as well as other essential needs such as life insurance and long-term care insurance. Depending on the precise nature of your needs and objectives, we may incorporate:
- Accumulation and income-projection modeling. Understanding exactly what you need to retire comfortably and whether your current savings rate will be adequate is critical.
- Distribution planning. Carefully planning – and timing – withdrawals is key to preserving your assets throughout retirement.
- Employer-provided benefits integration. Employer-provided benefits, such as 401(k) and defined benefits plans, often form the core of retirement assets. Understanding how to most effectively integrate these benefits into your overall retirement-income strategy is crucial.
Navigating Medicare [INFOGRAPHIC]
The psychological side of spending your retirement savings
Retiree in training
5 considerations for your Social Security strategy
Making the most of a Roth IRA
Protecting your Social Security payout
When markets are down, what should you do about RMDs?
Could you thrive in a niche retirement community?
Are you and your partner on the same retirement page?
Social Security myths and misconceptions
The twists and turns of Social Security
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.