“Are You Ready
To Retire?“

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Services & Calculators, Including
A Retirement Planning Calculator and
College Savings Calculator


Information and interactive calculators are made available to you as self-help tools for your independent use. The accuracy of this calculator and its applicability to your circumstances is not guaranteed. You should obtain personal advice from qualified professionals.

The information provided is not specific investment advice, a guarantee of performance, or a recommendation. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk. Actual results will vary.

Preliminary Retirement Estimate
College Savings Calculator
For current CD rates

Asset Allocation: Develops a recommended asset allocation based upon your risk profile and compares your current allocation to the recommended allocation. Please contact us here for more information about asset allocation . . .

Education Funding: Illustrates current and future college costs and develops a savings plan to meet your educational goals. To receive a report, please fill in the education funding information below.

Estate Tax Analyzer: Projects federal estate tax liabilities and explores options that could mitigate taxes. To discover more about this Estate Tax Analyzer we invite you to contact us here for the estate tax analyzer.

Life Insurance Analysis: Calculates the amount of life insurance needed to provide for loved ones. To find out more about Life Insurance Analysis contact us here.

Long Term Care Insurance Analyzer: Provides education on the cost of nursing home care and illustrates how insurance may be a benefit. We invite you to receive more information about the Long Term Care Insurance Analyzer.

Lump Sum Pension Analyzer: Helps an individual make informed choices about receiving distributions from their company retirement plan. For more about this Lump Sum Pension Analyzer, please contact us.

Retirement Planning: Models an individuals projected retirement situation and makes suggestions to help pursue desired retirement spending goals. To receive a report, please fill in the information for a “Preliminary Retirement Estimate” below.

Roth vs. Traditional IRA Analysis: Compares and contrasts different IRA types and illustrates the potential after tax values at retirement. We invite you to contact us for this Roth vs. Traditional IRA Analysis.

CD Rates

You can go here for CD rates.

Preliminary Retirment Planning Calculator

This calculator is a very simplistic assessment of your retirement situation and should only be viewed as the first step to increasing your awareness to the level of savings you will need in order to plan for and enjoy the retirement lifestyle you desire.

We have sophisticated retirement planning software that can assist with your retirement planning.

Our detailed retirement plan is tailored to your specific financial situation and is complementary. Your only investment will be your time.

For a personalized and detailed analysis, please contact us.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.

FINRA’s BrokerCheck
Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Omaha Retirement Planning is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
This site is published for residents of the United States only. Raymond James Financial Advisors may only conduct business with residents of the states 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.
Raymond James Financial Services, Inc.
17445 Arbor St. Suite 210 | Omaha, NE 68130
402-397-1900 • 800-248-4358 • Fax: 402-397-4202
RJFSWestOmaha@raymondjames.com ~ www.OmahaRetirementPlanning.com

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