Skip to content
Green Fairways Wealth ManagementGreen Fairways Wealth Management
Make an appointment
  • Home
  • About Us
    • About Us
    • James "Jim" Tate Sr
    • Kelley Tate
    • James "Jake" Tate Jr
    • Alex Tate
    • Imelda Locke
    • Leeann Kalinski
    • Our Mission
    • Our Story
    • Why Work With a CFP®
    • About Raymond James
  • Our Clients
    • Our Clients
    • Business Owners
    • Families & Individuals
    • Healthcare Professionals
    • Pre-Retirees
    • Retirees
    • Women Investors
  • Our Difference
    • Our Difference
    • Our Investment Process
    • Business Planning
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Management
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
  • Resources
    • Resources
    • Commentary and Insights
    • Client Access Videos
    • WorthWhile
  • Contact Us
    • Contact Us
    • Refer Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Raymond James Financial Srvcs
    2351 E Venice Avenue Venice, FL 34292 P: 941.218.4010 F: 941.218.4025
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Family & Lifestyle
  • Topic
    • Housing
  • Media
    • Article
    • Calculator
Infographic: 7 strategies to strengthen your 401(k)
If you’re contributing to an employer-sponsored 401(k) plan, consider taking these steps to help maximize your retirement benefits.
Retirement & Longevity
Crafting a retirement that evolves with you
How high-net-worth individuals can make the most of retirement, from new ways of investing to preparing for the unexpected.
Retirement & Longevity
Read
Read
Three questions for evaluating the quality of your retirement life
Optimize quality of life in your retirement by answering these three questions
Retirement & Longevity
Could private equity strengthen your retirement plan?

New legislation has expanded access to alternative investments in retirement accounts. Here’s what you should know.

Retirement & Longevity
Retiring to a different state
A retiree's checklist before moving to another state
Retirement & Longevity
Read
Preparing for retirement as a family
7/30/2026
Three conversations to help parents and children plan for the future
Retirement & Longevity
Read
The new retirement playbook
How retirees are reshaping side hustles by prioritizing creativity, human connection and purpose, with extra income as an added benefit.
Retirement & Longevity
Read
The future of Social Security: What you need to know today
How Social Security’s anticipated shortfall may impact you down the road.
Retirement & Longevity
A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
Infographic: Rent or buy? Think through where you want to live in retirement
When it comes to choosing a place to retire, location definitely matters — but there are other factors to weigh, like whether to rent or buy a home.
Retirement & Longevity
Advance care planning: a loving act
Ensuring your loved one’s end-of-life wishes are honored.
Retirement & Longevity

what can we do for you?

Say hello
Green Fairways Wealth ManagementGreen Fairways Wealth Management
  • 2351 E Venice Avenue Venice, FL 34292
  • P: 941.218.4010
  • F: 941.218.4025
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and 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.

Links to external content or websites, if provided, are for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC,, marketed as Green Fairways Wealth Management. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Green Fairways Wealth Management is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

© 2026 Raymond James Financial, Inc.