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    1276 North Palm Canyon Drive Suite 206 Palm Springs, CA 92262 T: 408.713.2020 F: 833.224.1504
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    7471 Monterey Street Gilroy, CA 95020 T: 408.713.2020 F: 833.224.1504
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Making the Most of Medicare's Open Enrollment Period
Open enrollment extends from Oct. 15 to Dec. 7. Ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity
A circle of care
Meet the eldercare specialists you didn't know you'd need.
Retirement & Longevity
Read
Listen
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
Aging in Place Guide
10/26/2018
Retirement & Longevity
Healthcare Services You Can Depend On
7/24/2018
Retirement & Longevity
Working With You To Simplify Medicare Decisions
7/24/2018
Retirement & Longevity
Tailored financial protections for your most important asset
7/24/2018
Retirement & Longevity
Longevity Planning Questionnaire
7/24/2018
Retirement & Longevity
Working With You To Simplify Medicare Decisions
7/24/2018
Retirement & Longevity
Secure a plan for your family's future
7/10/2018
Retirement & Longevity

So, if you’re wondering ‘Am I there yet?’ We can help you figure out what your Work Optional / Financially Independent point is and how we can help you remain in that zone. Contact us for a complimentary consultation.

facebooklinkedinenvelope
Vivian Investment Partners logoVivian Investment Partners logo
  • 1276 North Palm Canyon Drive Suite 206 Palm Springs, CA 92262
  • 408.713.2020
  • 833.224.1504
  • Map & Directions
  • Map & Directions
  • 7471 Monterey Street Gilroy, CA 95020
  • 408.713.2020
  • 833.224.1504
  • Map & Directions
  • Map & Directions

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.. Vivian Investment Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

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