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]

Navigating Medicare [INFOGRAPHIC]

Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
The psychological side of spending your retirement savings

The psychological side of spending your retirement savings

Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity
Retiree in training

Retiree in training

Practice makes perfect when it comes to retirement.
Retirement & Longevity
5 considerations for your Social Security strategy

5 considerations for your Social Security strategy

As you prepare to start claiming benefits, be sure to ask yourself these questions.
Retirement & Longevity
Making the most of a Roth IRA

Making the most of a Roth IRA

Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Protecting your Social Security payout

Protecting your Social Security payout

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
When markets are down, what should you do about RMDs?

When markets are down, what should you do about RMDs?

Keep these strategies and considerations in mind.
Retirement & Longevity
Could you thrive in a niche retirement community?

Could you thrive in a niche retirement community?

Things to consider – and learn – before joining a community with like-minded retirees.
Retirement & Longevity
Are you and your partner on the same retirement page?

Are you and your partner on the same retirement page?

Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity
Social Security myths and misconceptions

Social Security myths and misconceptions

Learn how to get the most from your hard-earned benefits.
Retirement & Longevity
The twists and turns of Social Security

The twists and turns of Social Security

This all-important retirement income source is tricky, especially around times of transition.
Retirement & Longevity
6 Key SECURE Act Takeaways for Individual Investors

6 Key SECURE Act Takeaways for Individual Investors

02/16/2021
Review key changes that may affect your retirement and estate planning.
Retirement & Longevity

Nurturing wealth so you can live a longer, better life in retirement

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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.

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