One of the factors that many people don’t consider when planning for their retirement is longevity risk. Given the continued advances in medical technologies, we are living longer – which means we have a longer retirement. As you’d expect, we offer services for financial, estate, and investment planning, but that’s not all.
At Signature Wealth, not only do we take planning a step further, to include risk management and wellness planning, but we help you execute on everything. Our concierge-level clients also have access to:
- The ability to settle and administer estates via Raymond James Trust Co.
- Help navigating the complexities of Medicare to find the best plan for you
- Secure online document storage for all of your important information
- A variety of mortgage and lending options via Raymond James Bank
- Specialized assistance for those with a difficult healthcare diagnosis
- A high net-worth planning group for more complex cases
- Protection from financial fraud and identity theft
- Evaluation of in-home care options for seniors
Raymond James is not affiliated with Pinnacle Care, Brookspire, Health Plan One, or Eversafe. Raymond James Trust N.A. is a wholly owned subsidiary of Raymond James Financial, Inc.
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When you have a plan, you can make decisions confidently,
knowing that you're living your life intentionally.