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 have years of experience working with retirees and their retirement investing through our Family Wealth Planning Process. 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, and retirement investing, 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. If you are looking for a partner in your retirement investing strategy, contact us today.
*Raymond James financial advisors do not render tax or legal advice. Please consult a qualified professional for tax or legal advice.