As life expectancies continue to increase, the concept of retirement is evolving. At Berkshire Wealth Group, we understand that longevity planning is not just about financial security—it's about creating a comprehensive strategy for a fulfilling and purposeful life that may span several decades beyond traditional retirement age.
Living Longer and Living Well
It is exciting to have more time to pursue passions and to spend with loved ones, and it also requires careful planning to ensure your resources last as long as you do. This is where longevity planning comes into play.
Comprehensive Longevity Planning
We are committed to helping our clients navigate the complexities of longevity planning. Our approach goes beyond mere financial calculations, encompassing various aspects of life to ensure a holistic strategy for your extended future. Through our affiliation with Raymond James we have a wealth of resources available to our clients[1]:
Financial Resources
Our robust platform of financial tools and services is designed to support your long-term goals:
- Advanced portfolio management strategies
- Tax-efficient investment options
- Retirement income planning tools
- Social Security optimization analysis
Health and Wellness Support
We recognize that health is wealth, especially in later years. Our resources include:
- Long-term care insurance options
- Healthcare cost projections
- Wellness program partnerships
- Lifestyle and Purpose Planning partnerships
Retirement is no longer about slowing down—it's about redirecting your energy. We offer:
- Career transition planning
- Volunteer and philanthropy planning
- Travel and leisure budgeting tools
Technology at Your Fingertips
To keep you connected and in control of your financial life, Raymond James provides cutting-edge technology solutions:
Client Access: Our secure online portal allows you to view your accounts, track your investments, and access important documents anytime, anywhere[2].
Mobile App: Stay connected on-the-go with our user-friendly mobile application, offering a customizable dashboard and streamlined navigation[3].
Personalized Guidance
While we offer a wealth of resources, we believe that personalized guidance is irreplaceable. Our team is dedicated to understanding your unique situation and aspirations. We're here to help you:
- Develop a tailored longevity plan
- Adjust strategies as your life evolves
- Navigate complex financial decisions
- Coordinate with other professionals (e.g., attorneys, CPAs) for comprehensive planning
Empowering Your Future
We are committed to empowering you to live your best life, no matter how long that life may be. Our longevity planning resources are designed to give you the confidence and flexibility to embrace the future on your terms.
Remember, it's never too early—or too late—to start planning for a longer, more fulfilling life.
To explore how we can help you create a personalized longevity plan that aligns with your unique vision for the future.
Citations:
[2] https://www.raymondjames.com/client-resources
[3] https://www.raymondjames.com/client-resources/client-access-tour/client-access-mobile