Skip to content
facebookenvelope
  • T: 248.620.8469
  • F: 866.522.9594
  • TF: 866.557.7366
Feel free to reach out.
  • Home
  • Team
    • Team
    • Colleen Schon
    • Phillip West
    • Casey Sage
    • Theresa Sandercott
    • Brooke Mazurek
    • About Raymond James
  • You
    • You
    • Multigenerational Families & Individuals
    • Retirees
    • Business Owners
    • Wealth Planning Consulting
    • Pre-Retirees
    • Women
  • Our Difference
    • Our Difference
    • Our Philosophy
    • Longevity Planning
  • Community
    • Community
    • Organizations We Support
    • Newsletters
  • Explore
    • Explore
    • Worthwhile
  • Connect
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Anthem Advisors of Raymond James
    20 W Washington St Ste 1 Clarkston, MI 48346-1576 T: 248.620.8469 F: 866.522.9594 TF: 866.557.7366
    Map and Directions Map and Directions
Anthem Advisors of Raymond James logoAnthem Advisors of Raymond James logo

Enjoying retirement is the ultimate goal

With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.

Working together, we talk about what you need and want your money to do for you and assess the likelihood that you’ll be able to achieve these goals. If you have to make tradeoffs, we help you there, too, showing you how small compromises might make a big impact over the long term. We also talk about the things that concern you, and strategies that can help alleviate those concerns. As your lifestyle changes, we update your financial plan to keep you moving in the direction you want to go.

We also strive to ensure that your wealth passes in the most efficient way to your heirs and philanthropic endeavors through estate and legacy planning. With our help, you have a full range of resources at your disposal.

Services Include

  • Retirement Income Planning
  • Social Security Optimization
  • Estate and Legacy Planning
  • Tax Planning
  • Distribution Strategies
  • Healthcare Planning
  • Long-Term Care Costs

Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.

related resources

Anthem Advisors of Raymond James logoAnthem Advisors of Raymond James logo
What's Your Anthem?

Tell us about the needs and wants that are guiding you forward, and we’ll tell you how we can help.

  • Anthem Advisors of Raymond James: 20 W Washington St Ste 1 Clarkston, MI 48346-1576
  • T: 248.620.8469
  • F: 866.522.9594
  • TF: 866.557.7366
  • Map & Directions
  • Map & Directions
facebookenvelope

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 our office for information and availability.


Links are being provided 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.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use