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  • Southern Oak Wealth Management
    12431 Brantley Commons Ct., Ste 101 Fort Myers, FL 33907 O: 239.990.2450 F: 239.990.2453
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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?
Things to consider – and learn – before joining a community with like-minded retirees.
Retirement & Longevity
Read
Read
Where Medicare Falls Short
Medicare provides a lot of coverage, but it doesn't cover everything.
Retirement & Longevity
True or False: You Understand the Basics of Medicare
10/14/2019
Whether you’re quickly approaching Medicare eligibility or have decades to prepare, it’s vital to have a general understanding of this key retirement component.
Retirement & Longevity
Always here for you
Southern Oak Wealth Management logoSouthern Oak Wealth Management logo
  • 12431 Brantley Commons Ct., Ste 101 Fort Myers, FL 33907
  • O 239.990.2450
  • F 239.990.2453
  • Map & Directions
  • Map & Directions
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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 your local Raymond James 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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Southern Oak Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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