You’ve worked hard. We can help you to preserve what you’ve built and work with you to develop strategies tailored to your unique goals and needs. We have the knowledge and experience working with those in your situation, while understanding that each of our clients has their own unique goals – so, we’ll work with you to develop a plan that suits your hopes and dreams for your retirement, while maintaining excellent judgment, based on your unique situation and risk tolerance.

The point is, you’ve worked hard. And we want to help make sure you are able to enjoy your retirement.

Below are just some of the strategies we can help you with:

  • Preserving Wealth
  • Sustaining Income
  • Tax-efficiency
  • Estate Planning
  • Required Minimum Distributions
  • Aged Care Planning
  • Inheritance Tax Mitigation
  • Healthcare/Medicare Planning
  • How earnings impact your benefits
  • Strategies for boosting Social Security
  • How spousal and survivor benefits work
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125 Lincoln Ave., Suite 200 // Santa Fe, NM 87501 P: 505.982.1904 // F: 505.982.1909 // TF: 800.233.4108

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.

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