Retirement Lifestyle

Home 9 Life Stages 9 Retirement Lifestyle

Your consistency has paid off. As you close the book on your long, successful career and begin your new life: one of relaxation, gratification, and joy, growing older does not have to mean settling down. You still have a choice on how your lifestyle looks. We can help you manage Medicare, Social Security, and other retirement accounts and benefits to get the most out of everything available to you. Together, we can focus on a long term solution for passive cash flow and tax efficiency and update your estate plan accordingly. Your smart decisions may have earned you many good times in the future.

Preserving Your Progress
  • Life Organization and Contingency Planning
  • Insurance Review
  • Tax Efficiency Review
Enjoying Your Retirement
  • Advanced Portfolio Strategies to Maximize Investments
  • Goal Planning and Monitoring
  • Sudden Wealth Services
  • Seniors at Risk Services
  • Longevity Planning
Planning Your Legacy
  • Estate Review and Planning
  • Multigenerational Family Meetings
  • Charitable Giving
  • Trust Services
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

Your dream retirement and legacy are our goals. Book a no obligation consultation call with Waller & Wax Advisors to start planning out your legacy and maximizing your retirement. We’ll help you assess your financial situation, get the most out of your golden years, and create a comprehensive legacy plan.