Retirement
Wherever you are on life’s journey—beginning your career, getting married, starting a family, nearing retirement, or currently living on your retirement savings—we can help you make smart decisions and prepare for the future you've imagined.
Live for today. Save for tomorrow.
The retirement landscape is changing, with retirees facing longer lifespans and greater dependence on personal savings to secure a comfortable future. Cavity Financial Advisors can help you find the best ways allocate your funds to ensure you're benefiting from tax-advantaged opportunities now and in the future.
Build earnings. Manage risk.
Our personal services begin with a comprehensive retirement analysis and guidance on optimizing your current 401(k). We offer a wide range of retirement planning solutions from IRAs to an asset allocation of your nest egg, and savings options that permit both tax-deductible contributions and tax-deferred earnings.
- Brokerage Accounts
- Stocks
- Mutual Funds and ETFs. (Exchange-Traded Funds)
- Fixed & Variable Annuities
- Long Term Care and Life Insurance
- Traditional, Roth, & Simple IRAs
- Corporate & Municipal Bonds
Make a Plan.
Goal Planning and MonitoringShort or long-term, our Raymond James innovative Goal Planning and Monitoring tool can be a good foundation to help you plan for a great financial future.
