Are we the right fit?
Let's talk strategy.
No cost, no obligation.

Academic, Medical and Research Professionals

You work in or are retired from the academic, medical, or professional research fields.  Much of your time is spent in service to others.  You are responsible for yourself, colleagues, students, and for your family and loved ones. 

When you began saving and investing, you could focus exclusively on your work. Now, there is more at stake, and you would like to be sure the important parts of your strategy are managed professionally.

Your concerns entail some or all the following:

Investment Management:

  • Retirement plans (403B & 457 plans, 401k, IRAs)
  • Pension plans and guaranteed investments from current and/or former employers
  • Private/Alternative Investments
  • Real Estate holdings

Income Strategy:

  • Withdrawal strategy from various investment accounts 
  • Social Security claiming strategies
  • State / Employer / Private pension considerations 

Estate Planning

  • Gifting strategies 
  • Inheritance planning 
  • Wills, Powers of Attorney, Health Care Proxies
  • Trust considerations 

Understanding Taxes

  • Balancing tax planning now with income planning for later
  • Deduction considerations 
  • Leaving a tax smart legacy to future generations and/or institutions and causes you care about
  • Estate and Probate Considerations

 

                   

"We make a living by what we get, but we make a life by what we give."
- Winston Churchill

Our Process

Financial Strategy

Are we the right fit?
Let's talk strategy.
No cost, no obligation.

Financial Independence Advisors, LLC
200 Ledgewood Place, Suite 101
Rockland, MA 02370
781.780.5920

290 Elwood Davis Rd, Suite 290-27
Liverpool, NY 13088

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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.

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Investment advisory services offered through Boston Harbor Wealth Advisors, LLC.. Financial Independence Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

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