How to Save for Retirement in Brandon, Palm Harbor, Largo, Treasure Island, Pinellas Park & Neighboring Cities

how to save for retirementIt is difficult to determine the exact number of people throughout Florida who have learned the basics of how to save for retirement from David Graham. David Graham is a retirement expert, and while he leads the exceptional certified estate planning team at Graham Capital Advisors, most people know him simply as “The Retirement Guy.” Investors tune in to 970 WFLA on Sunday mornings at 9:00 am and 1250 WHNZ weekdays at noon to listen as David Graham hosts the highest rated live financial radio show broadcast throughout Florida, “Guaranteeing your Retirement”. He offers advice on how to save for retirement and discusses other financial topics of interest.

Contributing to company sponsored 401k plans is how many people save money for retirement. These plans offer tax advantages because most contributions are usually made with pre-tax dollars, which results in reduced taxable income. However, the amount of money accrued in 401k accounts is rarely enough to cover retirement living expenses. As one of only two Master Certified Estate Planners in Florida, David Graham knows what it takes to ensure your financial goals are met, so you can live comfortably after retirement. Certified estate planning services at his investment firm include:

  • A complimentary consultation to discuss your retirement income, needs and goals
  • An assessment of your current income, financial holdings and other assets
  • Evaluation of any retirement and financial related legal documents
  • Creating and implementing successful strategies to secure and grow retirement investments
  • Analyzing investment performance and making estate plan adjustments as needed

Future retirees in Brandon, Palm Harbor, Largo, Treasure Island, Pinellas Park and the neighboring cities usually have different personal strategies on how to save for retirement, because their situations are individual and unique. This is the main reason our estate planning services are always personalized to each individual client. Our plans are designed only in the best interest of our clients. Start planning for your retirement by contacting us and scheduling your complimentary estate planning consultation with your personal certified estate planner at Graham Capital Advisors.



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