Skip to content
Connect with us
  • T: +1.949.734.2285
linkedinenvelope

Takahashi Retirement Group of Raymond James

Takahashi Retirement Group of Raymond JamesTakahashi Retirement Group of Raymond James
  • Home
  • Your Team
    • Your Team
    • Advisors
      • Advisors
      • Nick Takahashi
      • James Zapotocky
      • Stephen Ellingsen
      • Sean Tsaconas
      • Joshua Yocam
      • Luka Vasiljevic
      • Michael Ortega
    • Support Team
      • Support Team
      • Jamie Lane
      • Tim Duffy
    • About Raymond James
    • Awards & Recognition
  • Who We Help
    • Who We Help
    • Corporate Executives
    • Families & Individuals
    • Retirees
    • Pre-Retirees
    • Athletes
  • Our Services
    • Our Services
    • Our Process
    • FAQs
  • Resources
    • Resources
    • Insights & Commentaries
    • Client Access Videos
    • Subscribe to Insights
  • Connect
    • Connect
    • Events & Seminars
    • Introduce Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Newport Beach, CA
    620 Newport Center Dr. Suite 1450 Newport Beach, CA 92660 T: +1.949.734.2285
    Map and Directions Map and Directions
  • Las Vegas, NV
    10801 W. Charleston Blvd. Suite 120 Suite 120 Las Vegas, NV 89135 T: +1.702.551.4150
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
  • Topic
    • Education
    • Goal Planning
    • Longevity Planning
    • Retirement Planning
  • Media
    • Article
    • Calculator
    • Checklist
    • Document
    • Infographic
    • Newsletter
    • Video
Seven ways to boost your savings
Discover smart options to grow your savings.
Retirement & Longevity
Planning for the life you want in retirement
Focus on goals, not just wealth.
Retirement & Longevity
Read
Read
Maintaining income after retirement
How your retirement savings can continue working for you.
Retirement & Longevity
Infographic: Retiring early? 5 ways to help manage health care costs
Retiring before Medicare eligibility at 65 can leave a gap in health care coverage. Explore strategies to help bridge that gap.
Retirement & Longevity
Private credit is a growing retirement income strategy
Direct lending gives options to more risk-tolerant income investors
Retirement & Longevity
View
Infographic: 7 strategies to strengthen your 401(k)
If you’re contributing to an employer-sponsored 401(k) plan, consider taking these steps to help maximize your retirement benefits.
Retirement & Longevity
Read
Crafting a retirement that evolves with you
How high-net-worth individuals can make the most of retirement, from new ways of investing to preparing for the unexpected.
Retirement & Longevity
Read
Three questions for evaluating the quality of your retirement life
Optimize quality of life in your retirement by answering these three questions
Retirement & Longevity
Could private equity strengthen your retirement plan?

New legislation has expanded access to alternative investments in retirement accounts. Here’s what you should know.

Retirement & Longevity
Retiring to a different state
A retiree's checklist before moving to another state
Retirement & Longevity
Preparing for retirement as a family
7/30/2026
Three conversations to help parents and children plan for the future
Retirement & Longevity

We’re here to help you. Let’s Talk.

linkedinenvelope

Takahashi Retirement Group of Raymond James

Takahashi Retirement Group of Raymond JamesTakahashi Retirement Group of Raymond James
  • 620 Newport Center Dr. Suite 1450 Newport Beach, CA 92660
  • +1.949.734.2285
  • Map & Directions
  • Map & Directions
  • 10801 W. Charleston Blvd. Suite 120 Suite 120 Las Vegas, NV 89135
  • +1.702.551.4150
  • Map & Directions
  • Map & Directions
Let’s talk

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 to external content or websites, if provided, are 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.

© 2026 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures (Including Form CRS)   |   Privacy, Security & Account Protection   |   Terms of Use