ENJOYING RETIREMENT is the ultimate goal

Like many people in the corporate world, you have enjoyed a long and lucrative career, often working at just one company. Because of that, you are so used to receiving that regular paycheck that it can cause some consternation when it stops. We basically restructure your account so you can be compensated regularly, only now from your investments.

You may also have questions about your company retirement or pension plan. Do you move your money out of the plan and roll it into something else, or do you leave it in the plan? We understand these are personal decisions based on taxes and how much you have. We will carefully evaluate your situation and create a personalized plan designed to help preserve your wealth and mitigate the impact of market risk, taxes and inflation.

We will help you manage your required minimum distributions and determine the most tax-efficient ways to draw income from your taxable and tax-deferred investments. We’ll also collaborate with your legal, accounting and insurance professionals on important matters such as estate planning, life insurance and long-term care.

You’ve worked hard to arrive at this significant stage of your life: Our goal is to help you enjoy it.

There is no assurance that any investment strategy will be successful. Investing involves risk including the possible loss of capital.

Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. While we are familiar with the tax provisions as Financial Advisors of Raymond James we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

Those who keep learning will keep rising in life.
Charlie Munger