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
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It was great to see so many of you at our Realty One team presentation. Banyan Wealth thanks you for joining us for our discussion on Investing for Retirement and Wealth Creation.Special thanks to Christine Elardi from Realty One, for facilitating this information session. ... See MoreSee Less
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My pleasure Nick & JR. Great presentation!
Congrats Christine!
As the holiday season nears, we want you to be able to focus on your family and trust that we are keeping an eye on your finances. Here is a quick video on what we see in the financial markets for the final quarter of 2023. #banyanwealth #raymondjamesredbank #marketupdate #financialplanning #retirementplanning #wealthmanagement #investments #financialadvisor #retirement #financialgoals #financialeducation #investing #health #wealth ... See MoreSee Less
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