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Retirement isn’t about age, it’s about peace of mind. The sooner you start planning, the sooner you can create the retirement you envision. Keep in mind, it’s never too late and a contribution is never too little!

Beginning Your Career

  • We use a holistic approach to create a customized retirement plan through our GPM (Goal Planning & Monitoring) software. This plan is used to help achieve your retirement goals such as income and lifestyle needs to help create your path to the retirement you envision!
  • Establish IRA/Roth IRAs
  • Roadmap picture

Managing a Family

  • Life & Disability Insurance to protect your family
  • Monitoring GPM through the years to achieve previously established retirement goals
  • Charitable Giving to loved ones and organizations

Nearing Retirement

  • Long-Term Care Insurance to protect assets
  • Tax-efficient Income Distribution Strategies
  • Gifting Strategies to help minimize taxable income and beneficiary tax burdens
  • Estate Planning
Harrison Wealth Management Group, Ltd. and River Valley Credit Union are not registered broker/dealers and are independent of Raymond James Financial Services., Inc. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Investment products are: not deposits, not NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value. Raymond James financial advisors do not render legal or tax advice. Please consult a qualified professional regarding legal or tax advice. 1700 Lyons Road Suite D Dayton, Ohio 45458

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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