Dial (214) 619-4859 Dallas | Tyler | Midland 

Client Access



Dial (214) 619-4859 Dallas | Tyler | Midland 

Client Access

Helping You Address Your

Retirement Planning Priorities

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
No matter what stage of life you’re in, we can help you pursue independence, freedom and the things that matter most to you. Your journey begins now. Let us help get you on your way.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.

  • PLANNING FOR RETIREMENT

    When it comes to your financial future, the most important factor in your favor is your age. We take advantage of the time you have, regularly contributing to tax-advantaged retirement accounts and potentially boosting savings with matching funds offered by your employer.
    Your goal should be to begin building up enough assets to provide adequate income to meet your needs throughout retirement – accounting for factors like increased longevity, healthcare costs and inflation. To strive for this goal, you need a plan. That’s where we can help.
    Wherever your work or life leads you, we assist in managing your cash flow and allocating your resources, striving to help you reach both your short- and intermediate-term goals without endangering your long-term plans.
    Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

    Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

  • ALMOST TO RETIREMENT

    Life has a way of throwing curveballs. As you approach the end of your career, you may have questions about what comes next or if you’re ready emotionally and financially. Together, we uncover the answers, identify and address any concerns you may have, and update your estate plan to reflect your current wishes.

    We start by identifying your short- and long-term goals. When do you want to retire? Where do you want to live? How will you spend your days? Then, we estimate income and expenses for the life you’re envisioning, taking into account the unexpected and other obligations so they won’t catch you unprepared.

    If you need to play catchup, we examine the best way to do so by making larger contributions to your retirement accounts or possibly cutting back in other areas. We also discuss your Social Security and Medicare options with you, so you’ll be ready as soon as you’re eligible.

  • IN RETIREMENT

    With the right plan, we bring your vision into sharper focus, so you can enjoy the lifestyle you want and deserve. Keep in mind that the planning doesn’t stop when your paychecks do. It’s a continuous process that goes on all the way through retirement.

    We analyze your current situation to help you remain on track to pursue all you’ve envisioned from retirement, identifying sources of income and expenses to create and adhere to a tax-efficient withdrawal strategy. We make the most of your assets and income streams by creating a steady and sustainable income strategy, consolidating accounts, if necessary, to effectively help recreate the predictable cash flow of a steady paycheck and help to ensure contributions to your philanthropic interests.

    Your needs and wants may change during this time. We reevaluate your plan so you can maintain a clear picture of the kind of lifestyle you desire, reassessing your short- and long-term goals, plus your risk tolerance in retirement. We also make sure you have the proper up-to-date documentation to help ensure your legacy is preserved and wishes are respected.

    As your life changes, so will your plan. We will review your plan and make adjustments, as needed, along the way.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

18333 Preston Rd #300 Dallas, TX 75252

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Ph: 214-619-4859

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.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Alicorn Investment Management is not a registered broker/dealer and is independent of Raymond James Financial Services.



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© 2023 Securities offered through Raymond James Financial Services, Inc., member FINRA/SPIC.

All rights Reserved

18333 Preston Rd #300 Dallas, TX 75252

Follow Us

Ph: 214-619-4859

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.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Alicorn Investment Management is not a registered broker/dealer and is independent of Raymond James Financial Services.



Menu

© Created by bPUBLIC

© 2023 Securities offered through Raymond James Financial Services, Inc., member FINRA/SPIC.

All rights Reserved