A plan to help achieve your
dreams and aspirations.
A plan to help achieve your dreams and aspirations.
Retirees
As a retiree, you’ve worked hard to get to this stage of life. Working together, we your needs, goals and expectations and then assess the likelihood that you’ll be able to achieve your vision of retirement. If you’re required to make tradeoffs, we help you there too, showing you how small compromises can make a big impact over the long term. We also talk about those items that concern you and strategies that can help alleviate those concerns. As your lifestyle changes, we update your financial plan to keep you moving in the direction you want to go.
We also strive to ensure that your wealth passes in the most efficient way to your heirs and philanthropic endeavors through estate and legacy planning. With our help, you have a full range of resources at your disposal.
Our Retirement services include:
- Retirement Income Planning
- Social Security Optimization
- Estate and Legacy Planning
- Tax Planning
- Distribution Strategies
- Healthcare Planning
- Long-Term Care Costs
Banyan Wealth would like to thank the Staten Island Board of Realtors for inviting us to guest speak at their event. ... See MoreSee Less
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The S&P 500's 50-day overbought streak since 1943 raises flags. While AI innovation and low unemployment offer promise, soaring oil prices and sticky inflation remain concerns. Read more in Nick's second insight of 2024. #banyanwealth #raymondjamesredbank www.raymondjamesconnect.com/a0tlDd ... See MoreSee Less
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