Are you receiving the service level you expect from a top wealth management firm?

Your financial needs and issues constantly change and evolve as time goes by. But our commitment to helping you deal with them does not. That's why we offer a complete range of services to help with everything from wealth accumulation to planning for college for children – or grandchildren – or preserving your assets when you at last retire.

Retirement Planning

Even if you have a pension, you still will need to determine how your pension will fit into your overall retirement plan. So whether you are early in your career, nearing retirement or already there, we can help ensure you have the resources you need for the retirement lifestyle you envision.

Raymond James offers a comprehensive range of retirement planning services, savings options that permit both tax-deductible contributions and tax-deferred earnings, and a dedicated and knowledgeable staff to help with planning your retirement.

In addition, we can assist you in developing your overall financial plan to achieve specific goals through targeted tools including 401(k) plans, traditional IRAs and Roth IRAs.

For further personal planning information regarding retirement, click here.

Wealth Management

Maintaining your standard of living, providing for your family, generating income with minimal tax consequences and safeguarding your wealth against unexpected events are important considerations for many of our clients. With access to extensive resources and specific expertise, we can help with these issues as well as with others that may arise.

Education Planning

For many investors, one of the greatest joys is helping to finance a child's or grandchild's education. But saving for college has become more challenging as the cost of tuition continues to rise. That's why Raymond James offers sound solutions that can help make education planning a reality for you and your family.

Our expertise with a broad range of funding alternatives helps parents and grandparents provide a college education for the ones they love.


Insurance can play a key role in protecting your wealth and providing for the ongoing needs of your family. We will work with you to determine the types and scope of insurance protection best suited to your specific requirements. We have access to a full range of products, from disability and long-term care to term and permanent life insurance policies for both personal and business needs.

Long-Term Care Protection

Long-term care protection is an important part of investment planning. The most pressing financial concerns of many people tend to revolve around providing for their families, assuring adequate retirement income and preserving their estates for the future. However, few people consider what would happen to their families, themselves and the assets they have worked so hard to accumulate over the years if they were to require long-term care due to a prolonged illness or disability.

Estate Planning

As an investor who's worked hard to accumulate an estate, you want to know the assets you have worked so hard to accumulate over the years are preserved for your heirs and/or your favorite charities – and ultimately you want to know you are in control. Our estate planning professionals have access to a number of resources that can help protect your estate from being consumed by taxes and ensure your wishes are carried out.

Tax Planning

Tax Planning information

Freedom Account

Freedom Account Information

Planning For Life

As you move through your life, there are events you expect and plan for but you may also face unexpected challenges along the way. Whatever the milestone may be, we’ll be there to help you address the financial needs caused by these events and prepare for the road ahead.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit of protect against loss. Past performance is not indicative of future results.

“An investment in knowledge pays the best interest.”
Benjamin Franklin