Skip to content
envelope
1 2 3 Reasons to Hire a Financial Advisor
Carlyon Stoops Family Financial Planning of Raymond JamesCarlyon Stoops Family Financial Planning of Raymond James
  • Home
  • Home
  • Carlyon Stoops Family Financial Planning of Raymond James
  • What to Expect
    • What to Expect
    • What to Expect
    • Financial Planning & Alignment Process
    • Investment Selection Philosophy
    • Value for Our Services
    • Quality of Life
    • Planning and Advice
    • Trusted Resource
  • Our Clients
    • Our Clients
    • Individuals
    • Families
    • Professional Athletes
  • Your Team
    • Your Team
    • James Stoops
    • Susan Stepka
    • Courtney Jackson
    • Reasons to Hire a Financial Advisor
  • Blog
  • Resources
    • Resources
    • Commentary and Insights
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
    • Worthwhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Carlyon - Stoops Family Financial Planning of Raymond James
    13818 S West Bay Shore Dr Traverse City, MI 49684-6204
Carlyon Stoops Family Financial Planning of Raymond JamesCarlyon Stoops Family Financial Planning of Raymond James
Reset All Filters
Filter
  • Category
    • Markets & Investing
  • Topic
    • Investment Strategy
  • Media
    • Webinar
Setting 2023 goals for your business? Consider these ideas
From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year.
Business Ownership
A Perfectly Timed – and Planned – Exit
2/4/2019
Though selling a business is rarely a cakewalk, the right preparation can help you make the most of your hard work.
Business Ownership
Read
Carlyon Stoops Family Financial Planning of Raymond JamesCarlyon Stoops Family Financial Planning of Raymond James
  • Carlyon - Stoops Family Financial Planning of Raymond James 13818 S West Bay Shore Dr Traverse City, MI 49684-6204
envelope

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