Now that you’ve retired, preserving your wealth, creating sustainable income throughout retirement and maintaining your lifestyle are probably your highest priorities. That’s why it’s important to remember that retirement planning doesn’t end when you exit the workforce. Rather, it continues throughout your retirement years.
We specialize in helping individuals continue to enjoy the comfortable retirements they deserve. We can help you with income projections, distribution planning, estate and legacy planning, and other essential needs such as life insurance and long-term care insurance. We start by calculating your nest egg score in order to evaluate where you are today and the planning necessary to help reach your financial goals.
To learn more about your nest egg score, click here.
Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wood Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.
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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 our office for information and availability.
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