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Top 10 Mistakes
Pre-Retirees Make


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Complimentary 401k Advice

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Estage & Legacy Planning

Basically, Estate Planning means getting your belongings to the right people in a tax efficient and cost efficient manner once you are gone. Sometimes this means dealing with estate tax. Sometimes this means handling things that can’t be evenly split between children, such as a business, a family home, or land.

Retirement Accumulation

Saving up for retirement is a process that can be intimidating for many people. You have a limited amount of time to gather your nest egg. We can work with our clients to determine where they may need to be and how to get there.

Retirement Income Planning

The thought of never receiving another paycheck can be unsettling. By mapping out a plan for your retirement income, we can help answer the difficult questions so you can concentrate on the more important things.

Insurance Planning

What happens to my family if I die? Will I be able to continue my career if I’m injured? What happens to my assets if I’m confined to a nursing home? Life is full of “what ifs” but some people are more vulnerable than others. Depending on a person’s unique situation, insurance may help to dampen some of life’s potholes.

College Planning

Want to put some money away to pay for the college education of some lucky kid? There are various ways to approach this task, each with its own pros and cons. Let us help you figure out which could be most advantageous.

Charitable Giving

It is better to give than to receive. Giving to a worthy cause is one of the most gratifying things we can do as human beings. There is a special kind of pleasure in knowing you have made the world a little bit better. But sometimes there are different methods of making a donation. By evaluating these methods we can help ensure you get the most bang for your buck.

Check Out Your Advisor

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. Milestone Investment Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC
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