Red Bank, NJ   •   Toms River, NJ   •   Suffern, NY         Client Access

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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From geopolitical tensions and rising oil prices to interest rates and inverted yield curves, don't miss Nick Sergio's 2022 Second Quarter Insights as he shares all his thoughts on current market volatility. www.raymondjamesconnect.com/a4h3mp ... See MoreSee Less

2 months ago
From geopolitical tensions and rising oil prices to interest rates and inverted yield curves, dont miss Nick Sergios 2022 Second Quarter Insights as he shares all his thoughts on current market volatility. https://www.raymondjamesconnect.com/a4h3mp

Banyan Wealth is excited to announce we were recently recognized on The Leaders Globe Magazine's list of "50 Super Brands of 2021." We invite you to read the article and learn how our brand story continues to drive our client-centric culture. www.raymondjamesconnect.com/ahg3wT ... See MoreSee Less

3 months ago
Banyan Wealth is excited to announce we were recently recognized on The Leaders Globe Magazines list of 50 Super Brands of 2021. We invite you to read the article and learn how our brand story continues to drive our client-centric culture. https://www.raymondjamesconnect.com/ahg3wT

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3 months ago

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3 months ago

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4 months ago