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We put very high priority on longevity planning. Our goal is to ensure that an individual's assets will last throughout their lifetime, especially given increasing life expectancies. It involves assessing an individual's expected lifespan and creating a plan to generate income streams that will last throughout their retirement years. This can include creating a diversified portfolio of investments that will provide a steady stream of income, such as bonds and annuities, as well as considering the potential impact of inflation and taxes on retirement income. Our goal is to create a sustainable plan that will provide for your needs throughout your lifetime.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.