retirees
Are we the right fit?
Let's talk strategy.
No cost, no obligation.

Pre-Retiree & Retiree

You’ve worked hard your whole life.  Now it’s time to enjoy the fruits of your labor.  You’ve seen your share of stock brokers and insurance salespeople.  But, what you really seek now involves far more than a rate of return.  Your planning involves preserving what you’ve saved, navigating medical insurance, planning for longevity, and being tax efficient with your legacy.

Your concerns entail some or all the following:

Income planning as it pertains to your:

  • Retirement and brokerage accounts
  • Social Security filing strategies
  • Real Estate: Primary Residence and Investment Properties
  • Downsizing questions

Mitigating Tax Liability

  • Roth Conversion considerations
  • Tax loss harvesting
  • Required Minimum Distribution strategies
  • Estate & Probate Tax considerations

Estate Planning

  • Trust considerations
  • Wills, Power of Attorney, Health Care Proxy
  • Gifting Strategies

Risk Management

  • Wealth preservation
  • Medical insurance concerns (i.e. Medicare, supplement coverage, long-term care insurance)
  • Wealth transfer

 

                   

Are we the right fit?
Let's talk strategy.
No cost, no obligation.

Financial Independence Advisors, LLC
200 Ledgewood Place, Suite 101
Rockland, MA 02370
781.780.5920

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 Boston Harbor Wealth Advisors, LLC.. Financial Independence Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

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