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Retirement Planning

Prepare for life after work.

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We’ll help you ask the right questions.

We’ll help you find the answers, as well as the confidence that you’ll be okay post-paycheck. Retirement can be complicated. Our job is to help you simplify it.

Take a deep breath. You will retire. However, to make sure your future reality matches your idea of retirement, the right questions need to be asked:

  • How much will I need to retire?
  • When should I draw from social security?
  • Is my 401(k) or IRA enough?
  • How long will I need to draw from my assets?
  • Should I be making adjustments?

Our Team

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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.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.

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


Investment products are:

NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE