Skip to content
envelope
  • T: +1.931.728.7737
  • F: +1.931.728.8309
  • T: +1.931.528.5862
  • F: +1.931.528.5866
  • T: +1.615.688.7537
  • F: +1.615.688.7538
Feel free to reach out.
  • Home
  • Locations
  • About Us
    • About Us
    • Chris Cravens
    • Wendi Chapman
    • David Jaggers
    • Diane Herald
    • Bailey Sewell
    • Andrea Karras
  • Who We Serve
    • Who We Serve
    • Families & Individuals
    • Retirees
  • Working With Us
    • Working With Us
    • Our Process
    • Partners
    • Financial Planning
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Financial Resources
    • Financial Resources
    • Worthwhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Manchester, TN
    2070 Hillsboro Blvd Manchester, TN 37355 T: +1.931.728.7737 F: +1.931.728.8309
    Map and Directions Map and Directions
  • Cookeville, TN
    13 N Cedar Ave Ste 105 Cookeville, TN 38501 T: +1.931.528.5862 F: +1.931.528.5866
    Map and Directions Map and Directions
  • Lafayette,TN
    212 Public Sq Lafayette, TN 37083 T: +1.615.688.7537 F: +1.615.688.7538
    Map and Directions Map and Directions

Coffee Financial

Raymond James LogoRaymond James Logo
Reset All Filters
Filter
  • Category
    • Retirement & Longevity
  • Topic
    • Retirement Planning
  • Media
    • Article
    • Infographic
    • Video
Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Read
View
Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Retirement & Longevity
Through the back door to bigger retirement savings
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
Retirement & Longevity
Infographic: Navigating Medicare
Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
Read
The psychological side of spending your retirement savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity
View
Infographic: Debunking Social Security myths
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity
Read
Is a niche retirement community right for you?
Things to consider before joining a community of like-minded retirees.
Retirement & Longevity
Are You Prepared to Live Longer? [VIDEO]
3/21/2019
A longer lifespan means more years to enjoy the fruits of your la...
Retirement & Longevity
Sophisticated wealth management
Always here for you

Coffee Financial

Raymond James LogoRaymond James Logo
  • Manchester, TN 2070 Hillsboro Blvd Manchester, TN 37355
  • T +1.931.728.7737
  • F +1.931.728.8309
  • Map & Directions
  • Map & Directions
  • Cookeville, TN 13 N Cedar Ave Ste 105 Cookeville, TN 38501
  • T +1.931.528.5862
  • F +1.931.528.5866
  • Map & Directions
  • Map & Directions
  • Lafayette,TN 212 Public Sq Lafayette, TN 37083
  • T +1.615.688.7537
  • F +1.615.688.7538
  • Map & Directions
  • Map & Directions
envelope

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 . Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. 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.