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  • T: 931.728.7737
  • F: 931.728.8309
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  • F: 931.528.5866
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  • F: 615.688.7538
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  • Manchester, TN
    2070 Hillsboro Blvd Manchester, TN 37355-7306 T: 931.728.7737 F: 931.728.8309
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  • Cookeville, TN
    13 N Cedar Ave Ste 105 Cookeville, TN 38501-2968 T: 931.528.5862 F: 931.528.5866
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  • Lafayette,TN
    212 Public Sq Lafayette, TN 37083-1238 T: 615.688.7537 F: 615.688.7538
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Coffee Financial

Raymond James LogoRaymond James Logo

Nurturing wealth so you can live a longer, better life in retirement

Nurturing wealth so you can live a longer, better life in retirement

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.

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Sophisticated wealth management
Always here for you

Coffee Financial

Raymond James LogoRaymond James Logo
  • Manchester, TN 2070 Hillsboro Blvd Manchester, TN 37355-7306
  • T 931.728.7737
  • F 931.728.8309
  • Map & Directions
  • Map & Directions
  • Cookeville, TN 13 N Cedar Ave Ste 105 Cookeville, TN 38501-2968
  • T 931.528.5862
  • F 931.528.5866
  • Map & Directions
  • Map & Directions
  • Lafayette,TN 212 Public Sq Lafayette, TN 37083-1238
  • T 615.688.7537
  • F 615.688.7538
  • Map & Directions
  • Map & Directions
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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 your local Raymond James 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.

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

© 2019 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Coffee Financial and the bank are not registered broker/dealers, and are independent of Raymond James Financial Services.    |   Legal Disclosures   |   Privacy Policy   |   Terms of Use