Skip to content

Feel free to reach out. T 954.385.7600 // F 866.206.2608 // TF 800.261.1035

On the Mark Financial Strategies footer logoOn the Mark Financial Strategies footer logo
  • Your Team
    • Your Team
    • Elliot Weissmark
    • Kiyoko Johnson
    • Maureen Hedrick
    • About Raymond James
    • Why Work With a CFP
  • Who We Serve
    • Who We Serve
    • Pre Retirees
    • Retirees
    • Business Owners
    • Corporate
    • Healthcare Professionals
    • Entrepreneurs
    • Country Music Association
  • Why We’re Different
    • Why We’re Different
    • Working With Us
    • Services
  • News And Events
    • News And Events
    • Calculators
    • Links of Interest
    • Client Access Videos
  • Contact Us
  • Blog
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • ON THE MARK FINANCIAL STRATEGIES
    2500 Weston Rd Ste 200 Weston, FL 33331-3616 T: 954.385.7600 F: 866.206.2608 TF: 800.261.1035
    Map and Directions Map and Directions
On the Mark Financial Strategies footer logoOn the Mark Financial Strategies footer logo

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.

related resources

Social Security myths and misconceptions

Social Security myths and misconceptions

Learn how to get the most from your hard-earned benefits.

Retirement & Longevity
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
Is It Time for a Change of Plan?

Is It Time for a Change of Plan?

Medicare open enrollment provides the opportunity to pair coverage with life’s changes.

Retirement & Longevity
Making the Most of Medicare's Open Enrollment Period

Making the Most of Medicare's Open Enrollment Period

Open enrollment extends from Oct. 15 to Dec. 7. Ask yourself a few questions to make sure you're getting the most from Medicare.

Retirement & Longevity
When Markets Are Down, What Should You Do About RMDs?

When Markets Are Down, What Should You Do About RMDs?

Keep these strategies and considerations in mind.

Retirement & Longevity
Navigating Medicare [INFOGRAPHIC]

Navigating Medicare [INFOGRAPHIC]

Review this roadmap to help you navigate through the Medicare enrollment process.

Retirement & Longevity
The Twists and Turns of Social Security

The Twists and Turns of Social Security

This all-important retirement income source is tricky, especially around times of transition.

Retirement & Longevity
On the Mark Financial Strategies footer logoOn the Mark Financial Strategies footer logo
  • T 954.385.7600
  • F 866.206.2608
  • TF 800.261.1035
  • 2500 Weston Rd Ste 200 Weston, FL 33331-3616
  • Map & Directions
  • Map & Directions

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