WHO WE ARE and why it matters
Our bios go into all the details, but right off the bat there are two things you should know about us. We love the people and families we work with. We love the freedom of being an independent practice and being able to offer customized, objective advice, without the conflicts of interest of the big broker/dealers. We love what we do, and who we do it for. To be able to bring value and make a difference in good peoples’ lives is an added bonus – truly a passion and a privilege.
This SECURE Act Provision May Impact Your Year-End Planning
The Psychological Side of Spending Your Retirement Savings
Why Contribute to a Roth IRA?
Protecting Your Social Security Payout
Making the Most of Medicare's Open Enrollment Period
Could You Thrive in a Niche Retirement Community?
Where Medicare Falls Short
Making Sense of Medicare Myths
Navigating Medicare [INFOGRAPHIC]
Draft the Players Your Financial Team Needs
The 6 Stages of Retirement
Review Retirement Plan Contribution Limits for 2020
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 your local Raymond James office for information and availability.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Pier Avenue Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.