Preparing for a comfortable retirement
As you approach retirement, you may find yourself considering various questions. When exactly should I retire? Will I have enough to maintain my lifestyle? Will I be able to still leave a legacy for my loved ones?
Our view is that retirement should be a greatly anticipated milestone, not a cause for uncertainty and concern. Our goal is to help you not only prepare for retirement but to also have a realistic picture of what to expect and be fully confident about what’s to come.
We will help you plan for replacing your regular paycheck and set a reasonable budget for your non-working years, then show you different possible scenarios. For instance, what happens if the market has a downturn or if you have unexpected medical expenses? Or what happens if you increase your monthly withdrawals? We design strategies to address your concerns and help you feel more confident about retiring.
There are many details to address, as well. We will help you review and understand your Social Security options, and make sure we consider the level of risk in your portfolio and any outstanding debt you may have.
The point is, you can never be too prepared for retirement – and we’re here to make sure you are ready.
- Retirement income planning
- Social Security optimization
- Estate and legacy planning
- Tax planning
- Distribution strategies
- Healthcare planning
- Long-term care*
*Insurance offered through the Raymond James Insurance Group, an affiliate of Raymond James Financial Services, Inc.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly 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 applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Eppolito Financial Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.