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
    • Retirement & Longevity
  • Topic
    • Longevity Planning
    • Retirement Planning
  • Media
    • Article
    • Checklist
    • Document
Staging in place: Future proofing in the present
If you plan to age in place, the best time to create a vibrant home you can grow old with is now. 
Retirement & Longevity
Maintaining income after retirement
How your retirement savings can continue working for you.
Retirement & Longevity
Read
Read
Preparing for your future with long-term care insurance

How to plan for long-term care needs health insurance doesn’t cover.

Retirement & Longevity
A well-orchestrated care team can offer coordinated support
Meet the eldercare specialists you didn't know you'd need.
Retirement & Longevity
Aging in Place Guide
10/26/2018
Retirement and Longevity
Working With You To Simplify Medicare Decisions
7/24/2018
Retirement and Longevity
Tailored financial protections for your most important asset
7/24/2018
Retirement and Longevity
Healthcare Services You Can Depend On
7/24/2018
Retirement and Longevity
Tailored financial protections for your most important asset
7/24/2018
Retirement and Longevity
Healthcare Services You Can Depend On
7/24/2018
Retirement and Longevity
Secure a plan for your family's future
7/10/2018
Retirement and Longevity
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