Services for your complete financial life, delivered by your dedicated team

Throughout your life your financial needs will change over time; from investing to planning for retirement to making your money last as long as possible through retirement. There’s one thing, however, that won’t change – our ability to help you pursue your goals throughout your entire life. We offer a full spectrum of financial services combined with the guidance you’ll require to plan not only for a wide range of needs, but for the long succession of significant events that you’ll encounter as time goes by.

Wealth Management

From preserving the wealth you have already achieved to pursuing strategies for continued growth, you have at your disposal a comprehensive range of solutions and a depth of experience built over more than 50 years of managing significant assets. Our wealth management services include:

Financial Planning

No matter where you are in life, you have probably thought about what you might like to do with your future. When you were starting out, it was about paying down student loans, buying a new home, and starting to save for the future. Later, your goals probably grew as your income grew or as your family grew. And finally, you will think about what to do with the next stage of your life after you stop working full time. Building this vision of your future takes planning and preparation, but it does not have to be overwhelming. We can help you get started today.

Retirement Planning

There are different phases to retirement planning. Whether you are in the accumulation phase, nearing retirement or living in retirement, each phase has its own challenges and opportunities. We’re here to provide you with the experience and resources necessary to help you meet those challenges and make the most of your opportunities, no matter which phase you’re in.

Business Planning

Through years of experience, we’ve developed a keen understanding of the unique needs of small business owners and corporate executives. We offer you insight and services that range from consulting on employee retirement plans to helping you prepare for the next phase of your business. Our business planning services include:

Raymond James Associates, 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 referred to a qualified Raymond James Bank employee for your residential mortgage lending needs.

401(k) and Retirement Plans

As a business owner, you face an increasing need to provide a retirement benefit for yourself and your employees. Selecting the right plan is a crucial step, and we can help you make the best choice.

Insurance Planning

Insurance can help protect you from the unexpected and plays a vital role in your financial plan. Through Raymond James Insurance Group, we can put you in touch with a wide range of quality insurance alternatives for you, your family and your business.

These policies have exclusions and/or limitations. The cost and availability of life insurance depend on factors such as age, health and the type and amount of insurance purchased. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition if a policy is surrendered prematurely, there may be surrender charges and income tax implications. Guarantees are based on the claims paying ability of the insurance company.

215 West Oak Street, Suite 1 // Lodi, CA 95240 // T: 209.333.4500 // F: 209.333.4505 // TF: 877.333.4507 // Map and Directions