Raymond James

About

We help widows, families, corporate executives and small business owners prepare and execute a confident plan for the next phase of their lives.

Story

The transition through major life events is a gift which brings an opportunity to make meaningful financial decisions highly aligned with what’s most important in your life. The clients we serve typically have a long history of professional success and are now ready to focus on integrating their financial and personal goals.

MISSION
Our advisory group is committed to help you build strategies aligned with your values and what is most important in your life:
� Collaboration on transition planning from a major life event such as a career change, sale of a business, relocation or job-loss, divorce, loss of a spouse or parent, professional sports contract, lottery win
� Establishing retirement income strategies which carefully protect your strategy, provide you income for your lifestyle and build your legacy
� Facilitating 401k Plan participant's good savings habits and sensible investment decisions to maximize retirement readiness
� Interpreting investment research
� Planning for the expense of healthcare & long term care in retirement
� Actionable details for achieving your estate plan and charitable objectives
� Settlement planning services for those involved in personal injury, wrongful death, and workers’ compensation settlements.

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 not that not all of the investments and services mentioned are available in every state. Investors outside the United states are subject ot 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 Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC