Nearing or Entering Retirement

While retirement is a huge transition, it is also the time to enjoy the good life you have envisioned.  Having a clear financial strategy in place can help mitigate risk and have your money working for you, so you can focus on the things in life that matter most.  Feeling stuck or fearful of your financial future is no longer an option and we will be there to guide you every step of the way.   

Retirees are living longer, more active lives and it is important to plan for longevity and lifestyle changes.  As we get to know you and your goals, we strive to simplify the complexities of your financial situation and determine a path that is best suited for your desired lifestyle and goals.  Where are your gaps and what investment vehicles are right for you?  We can determine this together using our comprehensive process designed to help you achieve financial freedom.

 

 

 

How We Can Help

Concentrated Stock Positions

The rewards of providing vision and leadership in a publicly traded company can be significant. These rewards often come with unique challenges and risks, such as highly concentrated stock positions. We can help you meet your comprehensive financial needs by leveraging the diverse resources of Raymond James to manage your unique risks.

Insurance Planning

Whether you are drafting a business succession plan, or providing confidence for your family, Insurance may help protect you from the unexpected. Insurance plays a vital role in your comprehensive financial plan. We provide a wide range of innovative insurance strategies, including life, disability and long-term care insurance, that can offer safety for you, your family and business.

Tax Efficient Strategies

We can help you narrow the overwhelming number of investment opportunities to identify the right ones for you and your family. From fixed income bond solutions, to individual equities to alternative strategies, we will provide an efficient, effective plan to manage your investments to the goals that are most important to you.  Investing for life — Your life.

Charitable Planning

Creating your legacy and leaving your mark.  One of the greatest rewards of wealth is the ability to share that wealth with others. You’ve taken care of your own needs and wants, but it takes prudence and planning to make sure loved ones are well provided for and favorite charities supported for years to come.

 

Retirement Planning

Selecting the best qualified and non-qualified retirement solutions for your business can be overwhelming and complicated. Our goal is to make it simple. We have strategies to help you save money in a tax efficient manner today to meet the goals that you have set for tomorrow.

RJFS does not provide tax and accounting services.

Investment Management

We offer advice tailored to owners of private companies, institutions and high net worth investors seeking solutions to meet their goals. Our team provides ongoing planning and investment management that helps set our clients up for the long game.  Let’s work together to create a financial strategy that will help your goals become a reality.

let's have coffee

We’d love to hear your story and get to know you a little better.  Schedule a 15-minute discovery to see how MP Advisors can help you on your financial journey.