Enjoy Your Retirement – We’ll Help You Make the Most of It
After years of hard work and planning, retirement should be a time to enjoy your achievements, not worry about finances. But even in retirement, managing your assets, preparing for healthcare needs, and ensuring your resources last can feel overwhelming. At Voyager, we specialize in helping retirees like you preserve and grow your wealth, so you can focus on enjoying this next chapter with confidence.
Common Challenges for Retirees
- Ensuring a Lasting Income: You need your assets to last, but figuring out the right withdrawal strategies, adjusting for inflation, and balancing growth with preservation can be complex.
- Healthcare and Long-Term Care Planning: Medical expenses can be unpredictable and potentially costly. Effective planning helps you stay prepared for any scenario, preserving your wealth and your health.
- Legacy Planning: Preserving your wealth for future generations or charitable causes requires thoughtful estate planning and a strategy for mitigating taxes on your estate.
- Market Volatility and Risk Management: We believe that while growth is important, preserving your assets from excessive market volatility is essential to keep your income steady in retirement.
How Voyager Supports Retirees
- Customized Income Strategies: We design tailored withdrawal strategies that balance growth and preservation, aiming to ensure a stable income throughout your retirement years.
- Proactive Healthcare and Long-Term Care Planning: We help you plan for healthcare costs, advising on the best insurance options and preparing for potential long-term care needs so you’re protected from the unexpected.
- Comprehensive Legacy Planning: Whether you wish to leave a legacy for loved ones or donate to meaningful causes, we guide you in developing an estate plan that reflects your values and preserves as much wealth as possible for your heirs.
- Risk-Managed Investment Strategies: We employ conservative, balanced investment approaches that align with your goals, so you can enjoy growth without undue risk.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Investing involve risk and you may incur a profit or loss regardless of strategy selected. Be sure to contact a qualified professional regarding your particular situation before making any investment or withdrawal decision.
