10440 Little Patuxent Pkwy Suite 570 Columbia, MD 21044
There’s a lot to consider about how you will live in your retirement years – from choosing the right Medicare plan to the possibility of a healthcare episode to finding a ride to the grocery store. Raymond James has collaborated with the below services to help navigate this phase of life.
PLAN
The future you envision starts with making a plan today. Our longevity resources are designed to help you unlock new levels of financial confidence through integrated goal planning with your advisor. Learn how to lead thoughtful conversations about wealth and health with your family and build a holistic plan that puts you and your loved ones at the center of every decision.
GOAL PLANNING & MONITORING
This sophisticated wealth planning tool shows your full financial picture. It takes into account your specific goals, investment strategy, risk tolerance, spending and saving rates – and tells you the probability of achieving your goals*
PROTECT
Longevity planning isn’t just about investment management. It’s also about protecting yourself and your loved ones, so you can make the most of what the future holds. Explore the services we offer to help preserve your hard-earned savings, your identity and even your health.
EVERSAFE
EverSafe seeks to shield you and your loved ones from financial fraud through a proprietary algorithm that monitors accounts for unusual activity. Alerts are sent to you and anyone you designate as a trusted advocate. You can also protect loved ones by serving as their trusted advocate. And if any issues are detected, EverSafe helps you manage the resolution process and create a recovery plan.
HEALTHPLANONE
Make the most of health insurance with HealthPlanOne (HPOne), connecting you to unbiased agents to help you compare your Medicare or individual health insurance options and find the most cost-effective plan – all while ensuring appropriate
coverage for your preferred providers, doctors and medications.
CARE
As longevity planning specialists, we understand the costs and commitment that come with caregiving. Whether you’re seeking care support, serving as a caregiver or partnering with loved ones for family care management, our resources help you navigate every aspect of health and wellness.
BROADSPIRE CARE MANAGEMENT
Plan for the greatest financial factors in retirement – housing and healthcare – with Broadspire Care Management. When you’re ready, one of their dedicated care experts can visit your home to assess, recommend and facilitate strategies for aging in place as well as help you address additional care needs, from minor home modifications to finding the best memory care facility.
PINNACLECARE
A concierge health service, PinnacleCare maintains relationships with top-ranked medical centers across the country and works with you to source the best treatment options, schedule appointments, seek second opinions from trusted specialists
and more.
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