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.
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Where Medicare Falls Short
Medicare provides a lot of coverage, but it doesn't cover everything.
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Is It Time for a Change of Plan?
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Making the Most of Medicare's Open Enrollment Period
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Retirement & Longevity
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© 2022 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use
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