Nurturing wealth so you can live a longer, better life in retirement

Nurturing wealth so you can live a longer, better life in retirement

With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.

Working together, we talk about what you need and want your money to do for you and assess the likelihood that you’ll be able to achieve these goals. If you have to make tradeoffs, we help you there, too, showing you how small compromises might make a big impact over the long term. We also talk about the things that concern you, and strategies that can help alleviate those concerns. As your lifestyle changes, we update your financial plan to keep you moving in the direction you want to go.

We also strive to ensure that your wealth passes in the most efficient way to your heirs and philanthropic endeavours through estate and legacy planning. With our help, you have a full range of resources at your disposal.

Services Include

  • Retirement Income Planning
  • Social Security Optimization
  • Estate and Legacy Planning
  • Tax Planning
  • Distribution Strategies
  • Healthcare Planning

related resources

Retiree in training

Retiree in training

Practice makes perfect when it comes to retirement.
Retirement & Longevity
5 considerations for your Social Security strategy

5 considerations for your Social Security strategy

As you prepare to start claiming benefits, be sure to ask yourself these questions.
Retirement & Longevity
Making the most of a Roth IRA

Making the most of a Roth IRA

Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Protecting your Social Security payout

Protecting your Social Security payout

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
When markets are down, what should you do about RMDs?

When markets are down, what should you do about RMDs?

Keep these strategies and considerations in mind.
Retirement & Longevity
Navigating Medicare [INFOGRAPHIC]

Navigating Medicare [INFOGRAPHIC]

Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
Always here for you

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.

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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Hudak Financial Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2019 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy Policy   |   Terms of Use