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.
Social Security Myths and Misconceptions
6 Key SECURE Act Takeaways for Individual Investors
Are You and Your Partner on the Same Retirement Page?
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
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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.