Skip to content
facebooklinkedinenvelope
  • T: 469.476.3655
  • TF: 888.668.9589
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • Robert D. Pearson
    • Andrea Burkhalter
    • Hannah Lucas
    • Amber Seale
    • Dax Seale
    • Grayson Rogers
    • Our Partners
    • About Raymond James
    • Why Work With a CFP
    • Private Wealth Advisor
    • Designations
  • Our Process
  • Resources
    • Resources
    • Financial Inventory Worksheet
    • Your Detailed Budget Worksheet
    • Newsletters
    • Worthwhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Dallas Galleria -37V
    6303 Cowboys Way Suite 425 Frisco, TX 75034 T: 469.476.3655 TF: 888.668.9589
    Map and Directions Map and Directions
Simple Shade Wealth Management of Raymond JamesSimple Shade Wealth Management of Raymond James

guidance and advice to and through 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 Evaluation and Planning
  • Personalized Wealth & Investment Management for Retirees
  • Executive Benefit Planning

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.
Read

Retirement & Longevity
Infographic: Five habits of 401(k) millionaires

Infographic: Five habits of 401(k) millionaires

You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
View

Retirement & Longevity
Through the back door to bigger retirement savings

Through the back door to bigger retirement savings

“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
Read

Retirement & Longevity
Infographic: Navigating Medicare

Infographic: Navigating Medicare

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

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.
Read

Retirement & Longevity
Maintaining income after retirement

Maintaining income after retirement

How your retirement savings can continue working for you.
Read

Retirement & Longevity

Let’s grow a relationship

Simple Shade Wealth Management of Raymond JamesSimple Shade Wealth Management of Raymond James
  • 6303 Cowboys Way Suite 425 Frisco, TX 75034
  • T 469.476.3655
  • TF 888.668.9589
  • Map & Directions
  • Map & Directions
facebooklinkedinenvelope

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.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use