Financial guidance for women in transition

We serve women who may be experiencing a life-changing event such as divorce or the loss of a partner. Knowing that these can be very unnerving times, we are here to serve more as a friend to help you take one step a time.

The passing of a spouse can have major financial implications – and they come precisely at a time of great emotional stress. There are many decisions to be made regarding issues such as life insurance proceeds, Social Security and the retitling of financial accounts. You may be afraid of outliving your savings or not having the monthly income you need to maintain your lifestyle. We’re here to help guide you through the complexities.

Divorce is another emotional event that can create a lot of financial uncertainty. Whether you are newly divorced or presently going through the process, we can serve as your guide through the financial issues involved with dividing assets and managing taxes.

We understand that you may be managing your financial affairs on your own for the first time. We are here to guide you, help address and resolve all concerns you may have, and to sit down with you to create a clear plan for moving forward with your life.

Services Include

• Wealth & Investment Management
• Banking & Lending Solutions;¹
• Insurance & Annuities ²
• Legacy Planning 
• Wealth Transfer 
• Risk Management 
• Divorce Planning

¹Lending solutions offered by Raymond James Bank, an affiliate of Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.

²Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.