Advanced Planning Wealth Management Group with Raymond James

Advanced Planning Wealth Management Group with Raymond James Advanced Planning Wealth Management Group

At the Advanced Planning Wealth Management Group, our mission, and passion, is to bring only the highest level of Pension Maximization and Financial Planning Strategies to all Federal Government Agency employees and retirees. With over 50 years of combined experience, in both the Civil Service Retirement System (CSRS) and the Federal Employees Retirement System (FERS), the highly skilled Retiremen

t Planners and Federal Benefits Specialist of the Advanced Planning Wealth Management Group specialize in educating US Government Agency Retirees on how to help maximize their multiple streams of retirement income during the 3 major phases of retirement: The Go-Go years, the Slow-Go years, and the No-Go years. When working with clients, the Advanced Planning Wealth Management Team of professionals, incorporates a comprehensive approach to retirement planning; based on their expertise in the Federal Employee Retirement Benefits space. These planning techniques are used by the Advanced Planning Wealth Management team to help create an Individualized Retirement Plan, tailored to each of our valued client’s unique needs and retirement income goals. To this end, it is our sincere goal and unwavering objective to take our clients retirement personally by only making those recommendations, that we ourselves, would be willing to accept if we were in our client position; which is the Golden Rule that drives our practice.

09/21/2021

Please join us for our upcoming virtual presentation on our Midyear Market Outlook. The presentation will take place on September 24th at 1:30pm. Please click the link below to register.

Raymond James Chief Economist Scott Brown discusses the July Employment Report in his latest commentary.
08/09/2021

Raymond James Chief Economist Scott Brown discusses the July Employment Report in his latest commentary.

www.raymondjames.com

While timing the stock market precisely is a challenging, if not impossible feat, there are techniques investors can emp...
08/06/2021

While timing the stock market precisely is a challenging, if not impossible feat, there are techniques investors can employ to maximize their long-term performance. Find out how from Raymond James CIO Larry Adam.

www.raymondjames.com

Any company that you're trusting with your information – especially personally identifiable information – should have ro...
08/03/2021

Any company that you're trusting with your information – especially personally identifiable information – should have robust policies and infrastructure around both privacy and security. What should you look for? Read more.

www.raymondjames.com

Beneath the major market indices' record-setting headline numbers hid intrigue as rifts developed between who's in and w...
08/02/2021

Beneath the major market indices' record-setting headline numbers hid intrigue as rifts developed between who's in and who's out. Check out our July market recap for more info:

www.raymondjames.com

The economy strengthened considerably in the first half of this year, much more than the headline GDP figure would sugge...
08/02/2021

The economy strengthened considerably in the first half of this year, much more than the headline GDP figure would suggest. Read more from Chief Economist Scott Brown.

www.raymondjames.com

Do you know how your various investment income are taxed? We're breaking it down.
07/30/2021

Do you know how your various investment income are taxed? We're breaking it down.

www.raymondjames.com

With 2Q21 earnings season ~73% complete, it is poised to become the best on record, with earnings growth likely to end a...
07/30/2021

With 2Q21 earnings season ~73% complete, it is poised to become the best on record, with earnings growth likely to end at ~85%.

Read more from CIO Larry Adam.

www.raymondjames.com

Raymond James CIO Larry Adam discusses economic growth across the globe and says "the global economy is poised for its b...
07/23/2021

Raymond James CIO Larry Adam discusses economic growth across the globe and says "the global economy is poised for its best post-recession annual growth rate in 80 years." Read his latest commentary.

www.raymondjames.com

Check out the latest economic commentary from Raymond James Chief Economist Scott Brown.
07/19/2021

Check out the latest economic commentary from Raymond James Chief Economist Scott Brown.

www.raymondjames.com

Raymond James CIO Larry Adam says, "This 2Q21 earnings season is set to earn its own long list of records, which should ...
07/16/2021

Raymond James CIO Larry Adam says, "This 2Q21 earnings season is set to earn its own long list of records, which should include the best quarter of earnings growth since at least 2002, record revenues, and record earnings growth for some sectors."

www.raymondjames.com

Raymond James CIO Larry Adam discusses economic and financial market views for the second half of 2021 as we peek into 2...
07/09/2021

Raymond James CIO Larry Adam discusses economic and financial market views for the second half of 2021 as we peek into 2022. Check out the Weekly Investment Strategy.

www.raymondjames.com

Address

4770 Campus Drive Suite 210
Irvine, CA
92660

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+19495014600

Website

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