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  • Raymond James Financial Srvcs
    2633 Camino Ramon Suite 200 San Ramon, CA 94583 T: +1.925.866.7800
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Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Read
Read
Aligning retirement and estate planning
How a trusteed IRA can help provide structure and continuity
Retirement & Longevity
How an HSA can be a powerful investment and retirement tool
Complement your retirement plan with a health savings plan for the things Medicare doesn’t cover.
Retirement & Longevity
Preparing for a long and happy retirement
As with all of life’s transitions, adjusting to retirement takes time. Here are five ways to get started.
Retirement & Longevity
Read
Rule change affects high earners making catch-up contributions
Workers who exceed a certain wage threshold must make retirement plan catch-up contributions to an after-tax Roth account.
Retirement & Longevity
Read
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Retirement & Longevity
Read
Retirement planning considerations for corporate executives
Determine which strategies will help you reach your retirement goals.
Retirement & Longevity
Infographic: Thriving in retirement

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

Retirement & Longevity
Stay safe from Medicare scams
Four red flags to watch for
Retirement & Longevity
Where should you retire?
Hint: It’s about more than the weather and scenery.
Retirement & Longevity
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Summit Financial GroupSummit Financial Group
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  • 2633 Camino Ramon Suite 200 San Ramon, CA 94583
  • T: +1.925.866.7800
  • Map & Directions
  • Map & Directions

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Summit Financial Group, LLC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Summit Financial Group, LLC is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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