Our Services


 

Retirement Planning

A comfortable retirement requires careful planning and ongoing management. 

  • When can I retire?
  • I’m ready to retire
  • i’m already retired
  • How much do I need to retire? 

Tax Planning

Taxes are a part of life. Paying unnecessary taxes is not.             

  • Can I reduce my taxes?
  • I would like an income tax analysis

Estate Planning

An Estate plan helps you protect your Estate while during your lifetime and after you’re gone. 

  • I don’t have an Estate Plan
  • I have an Estate plan, but would like to review it
  • Do I need a will / trust

Insurance Services

Insurance protects you and your family from financial hardships.

  • Is your family at risk? 
  • Do I need life insurance?
  • I have Life Insurance, is it enough?
  • What happens if I need long term care?           
  • What if I can’t work?           
  • Is my Medical Insurance plan right for me?   

Investment Management 

The world of investments has changed and evolved. You should know the people involved in managing your money, the process they use and the fees they charge. Click below to stay updated and informed. 

  • I need help managing my investments         
  • I would like a review of my current investments         
  • I’m not happy with my current investment performance         
  • I want to learn about investments
  • How much am I paying in fees?

Raymond Wealth Management and LPL Financial do not provide tax or legal advice or services.  Please consult your tax or legal professional regarding your specific situation.