Nurturing wealth so you can live a longer, better life in retirement
With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.
Working together, we talk about what you need and want your money to do for you and assess the likelihood that you’ll be able to achieve these goals. If you have to make tradeoffs, we help you there, too, showing you how small compromises might make a big impact over the long term. We also talk about the things that concern you, and strategies that can help alleviate those concerns. As your lifestyle changes, we update your financial plan to keep you moving in the direction you want to go.
We also strive to ensure that your wealth passes in the most efficient way to your heirs and philanthropic endeavors through estate and legacy planning. With our help, you have a full range of resources at your disposal.
Services Include
- Retirement Income Planning
- Social Security Optimization
- Estate and Legacy Planning
- Tax Planning
- Distribution Strategies
- Healthcare Planning
- Long-Term Care Costs
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
News & resources
![Navigating Medicare [INFOGRAPHIC]](/-/media/rj/common/resources/retirement/navigating-medicare-infographic.jpg)
Navigating Medicare [INFOGRAPHIC]

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Social Security myths and misconceptions
Nurturing wealth so you can live a longer, better life in retirement
- Samuel Lam
- Samuel Lam 12100 Sunset Hills Rd. Suite 100 Reston, VA 20190
- T 703.821.2010
- Map & Directions
- Map & Directions
- Email slam@capitolsecurities.com
Securities offered through Capitol Securities Management, Inc., member FINRA / SIPC.
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This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. The information and data presented on this website are from sources believed to be reliable. Their accuracy and completeness is not guaranteed and the giving of the same is not deemed a solicitation on our part with respect to the purchase or sale of any securities.
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 are being provided for information purposes only. Capitol Securities Management is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Capitol Securities Management is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.