Retirees

Retirees

Reaching retirement is one of life’s greatest milestones, but it comes with significant and ever-changing considerations. From healthcare needs to Social Security benefit structure, many are left with more questions about their finances than solutions.

SOUND Wealth Management Group has decades of experience assisting retirees and their families in navigating their later years. We take the time to understand you, your family and your aspirations, and test the potential impact of "what if" scenarios and the probabilities of attaining your financial goals against evolving lifestyle and legacy wishes, while regularly evaluating the results. The "unknowns" should always be considered; developing, establishing, maintaining and monitoring strategic and dynamic financial plans help assure that you may pursue your passions with confidence and purpose.

Within our wealth management process, SOUND Wealth Management Group will institute an income plan – incorporating investments, assets and benefits – and, to the extent you prefer, will work with your network of attorneys, who can establish an appropriate trust and estate plan that ensures your family will sustain a lifestyle from past success. Gary Certified Long-Term Care (CLTC) specialist, and appointed with some of the nation’s top insurance carriers, SOUND Wealth Management Group has the proficiency and resources to provide solutions to mitigate the burdens placed on family members if skilled medical care is required. For those who wish to incorporate gifting and philanthropy, we can work with your attorneys, who can facilitate a range of strategies – such as Charitable Lead/Remainder trusts – Gary, as a Certified College Planning Specialist (CCPS), can develop multigenerational education gifting.

As an Accredited Investment Fiduciary® (AIF®), Gary has the training to implement a prudent process into the investment practices of SOUND Wealth Management Group. SOUND Wealth Management Group is overt and forthcoming with investment management.

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Raymond James Financial Advisors are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.