A comfortable retirement is worth planning for

The need for financial planning doesn’t just end with retirement. At this important stage of your life, it may even be more vital, in fact. That’s because people are living longer today, and there is a real possibility of going 30 years without the steady paychecks of your working years.

As a retiree, your highest priorities probably include preserving your wealth, creating sustainable income throughout retirement and maintaining your quality of life.

We can create a personalized plan designed to not only preserve the assets you have accumulated, but to help mitigate the effects of market risk, taxes and inflation on your investments. We can create a withdrawal strategy to determine the most tax-efficient ways to draw income from your taxable and tax-deferred investments, and carefully balance your need for monthly income with your desire to make your money last your lifetime.

We’ll also review important matters such retirement income planning; traditional and Roth IRAs and 401(k)s conversions, catch-up contributions and required minimum distributions; Social Security benefit distribution planning; risk management, life insurance, annuities and long-term care insurance; irrevocable trusts and other estate planning strategies.

You’ve worked hard to arrive at this significant stage of your life. Our goal is to help you enjoy it.


How can we help you?

MICHIGAN5206 Gateway Centre, Suite 300 // Flint, MI 48507 //
Phone: 810.732.7411 // Fax: 810.732.8190 //
Map and Directions
FLORIDA712 S. Oregon Avenue // Tampa, FL 33606 //
Phone: 813.251.1879 // Fax: 813.251.1716 //
Map and Directions

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Stephens Wealth Management Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC | Privacy Policy

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.