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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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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As the first quarter of 2024 is ticking away, let’s pause and reflect on the importance of staying ahead in our financial journey. I’m approaching 2024 with caution, prepared for the bumpy roads and potential opportunities ahead. Dive into our Q1 insights to ensure your financial strategy is as resilient and adaptable as you. Take a look: ... See MoreSee Less
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