Through our years of experience working with retirees we know that walking through the retirement door is an emotional and sometimes difficult transition to make.
Through our years of experience working with retirees we know that walking through the retirement door is an emotional and sometimes difficult transition to make. We see clients that are elated to retire and some that are anxious. Either way, we help retirement clients feel more at ease with the retirement transition knowing they have a plan in place for retirement spending, retirement income and portfolio stability and growth.
The Family Wealth Planning process and frequent communication with our retired clients gives them control over their retirement and control over their “real-time” plan. We are frequently discussing wealth management & retirement planning topics throughout the year such as tax issues, beneficiary updates & reviews, life insurance suitability, income & expenses and many other issues*. We do this to be sure our retired client’s Family Wealth Plan is always up to date and tracking their goals accurately and successfully.
*Raymond James financial advisors do not render tax or legal advice. Please consult a qualified professional for tax or legal advice.