Building a complete care team for a confident retirement Subtitle: 10 professionals worth having on speed dial Living a longer, more fulfilling life doesn't happen by chance. Surrounding yourself with a specialized care team can help you live your best life in retirement. Section list: Healthcare Advocates Bring your financial history to the table. Discuss assets, debts and credit scores to prepare for your new life together. Medical Specialists Provide care that's unique to your needs, often in an at-home setting. Elder Law Attorneys Prepare important documents, resolve Social Security issues or litigate elder abuse cases. Transportation Experts Recommend mobility equipment that can keep you safely on the road for longer. Senior Move Managers Help declutter, organize and lend perspective when it's time to downsize. Care Managers Connect you with the right healthcare, housing, legal and financial services. Aging-in-Place Experts Modify and build safer living spaces for independent living. Professional Fiduciaries Determine medical, psychological, housing, social or legal obstacles, then manage financial affairs and coordinate day-to-day activities. Veteran Services Officers Help you find a local VA medical hospital, apply for federal benefits or access programs for military members. Financial Professionals Create financial, tax and estate plans, and coordinate with other specialists to help meet your retirement needs. Closing statement: You may never need all of these services, but having them ready could make all the difference for you and your loved ones. Footer: RAYMOND JAMES International Headquarters: The Raymond James Financial Center 880 Carillon Parkway, St. Petersburg, FL 33716 | 800.248.8863 | raymondjames.com Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value. Copyright 2025 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Copyright 2025 Raymond James Financial Services, Inc., member FINRA/SIPC. Raymond James is a registered trademark of Raymond James Financial, Inc. 25-BDMKT-7165 HF 10/25