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Investors Planning for Retirement

The need for investment planning is critical in the wealth accumulation stage.

Wealth accumulators usually range in age from their 20’s to their 60’s. In our experience, the younger the family the higher the challenge in systematically implementing a savings plan. (Please see our Young Investor page for investors between the ages of 20 and 40).

Usually what we see for pre-retirees are multiple goals that need to be met which could include meeting daily living expenses, saving for a child’s college education or putting a child through college, contributions to an employer retirement plan, creating an emergency savings fund, buying life insurance and other important circumstances. All of these goals must be met by fighting for the same earned dollar.

The need for investment planning is critical in the wealth accumulation stage. We assist our clients by finding the right balance for each family, creatively using single strategies that satisfy one or more of the goals with the same earnings dollar.

Our process for helping pre-retirees is our Family Wealth Planning process which takes families from prioritizing their general goals, to detailing their specific goals to running an analysis to find out their probability of success in meeting their goals long term. Once we know how to meet the family’s goals we will then recommend a custom investment strategy. The Family Wealth Planning strategy and investment strategy are monitored and updated as often as daily.

Investment Planning For Retirement with Windsor Wealth

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Windsor Wealth Planners and Strategist. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth Planners and Stategist is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdications for which they are propertly 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 application jurisdications 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.