Retirement Builder

Home 9 Life Stages 9 Retirement Builder

This is the time to begin truly living for yourself. Congratulations, you’re reaching your full potential and you should be proud of how far you’ve come in life. Our team will help you begin to prepare the way for an incredible retirement. Continue to reach new heights in your career as we help you plan for tax-efficiency and optimize saving for your golden years. Reimagine what your goals and dreams are as your time begins revolving around yourself rather than children or career building – you’ve done the work, it’s the season to enjoy your free time again. Let’s take a look at how we can maximize our efforts to make your money go farther both now and in your retirement years.

Preserving Your Progress
  • Life Organization and Contingency Planning
  • Tax Efficiency Review
  • Insurance Review
  • Risk Review and Mitigation
  • Trust Planning
Nurturing Your Plan
  • Advanced Portfolio Strategies to Maximize Investments
  • Sudden Wealth Services
  • Goal Planning and Monitoring
Preparing for a New Beginning
  • Employment Retirement Plan and Benefits Recommendations
  • Estate Review
  • Retirement Cash Flow Mapping
  • Identify Charitable Intent
  • Social Security Planning
  • Medicare Planning
  • Multigenerational Family Meetings
Raymond James is not affiliated with the above organization and/or charitable causes. 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 involves risk and you incur a profit loss regardless of strategy selected, including diversification and asset allocation.

Book a Consultation Call

Ready to begin planning for your new beginning? Book a no obligation consultation call with Waller & Wax Advisors to start growing into your future and preparing the way forward. We’ll help you assess your financial situation, plan for your retirement, and optimize your strategies for your future and your family’s.