Skip to content
Global Wealth Solutions GroupGlobal Wealth Solutions Group
  • Home
  • Our Team
    • Our Team
    • Advisor Team
      • Advisor Team
      • Lisa Detanna
      • Gary Handler
      • Larry DiGioia
      • Erik Willanger
      • Jordan Friedman
      • Ariel Bobroff
      • Diego Kapelusznik
    • Wealth Managers
      • Wealth Managers
      • Wesley Scott
      • Joshua Carroll
      • Joe Horner
    • Support Team
      • Support Team
      • Terri Steffner
      • Marjan Kamyar
      • Eduardo Provincia
      • Cathleen Handler
      • Karla Moreno
    • Portfolio Specialists
      • Portfolio Specialists
      • Luke Petrarca
      • Luke Polus
      • Jeff Soltman
    • Home Office Associates
      • Home Office Associates
      • Chris Horner
      • Andy Waldbaum
      • Joe Weaver
      • Gentry Byrnes
      • Bill Geis
      • Cinnamon Chaney
      • Ken Grider
      • Frank McAleer
      • Adam Nibert
      • Murphy Bradshaw
      • Chip Bauder
      • Lauren Ahern
      • Bob Burns
    • About Raymond James
  • Our Difference
    • Our Difference
    • Our Mission and Values
    • Giving Back
    • Personal Planning Process
    • Longevity Planning
    • Preparing Heirs with Money Smarts
  • Individuals
    • Individuals
    • Individuals & Multigenerational Families
    • Multi-Family Office
    • Corporate Executives
    • Business Owners
    • Retirees
    • Pre-Retirees
  • Institutional
    • Institutional
    • Our Process
    • Corporate Retirement Plans
    • Nonqualified Plans
    • Nonprofits & Not-for-Profits
    • Institutional Consulting
    • Foundations
  • Lisa's Lessons
    • Lisa's Lessons
    • Client Access Videos
    • Wealth of Knowledge
    • Raymond James Resources
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Beverly Hills
    9595 Wilshire Blvd. Suite 801 Beverly Hills, CA 90212-2508 T: 310.285.4500 F: 310.285.4545 TF: 855.608.7543
    Map and Directions Map and Directions
  • Los Angeles
    444 S. Flower Street Suite 3870 Los Angeles, CA 90071-2933 T: 213.327.1059 F: 213.327.1030 TF: 877.734.5258
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Family & Lifestyle
    • Retirement & Longevity
  • Topic
    • Business Owners
  • Media
    • Calculator
401(k) Savings Calculator
A 401(k) can be one of your best tools for creating a secure reti...
Retirement
401(k): Spend It or Save It
There are several ways to manage your 401(k) balance when you lea...
Retirement
Start
Start
403(b) Savings Calculator
403(b) plans are only available for employees of certain nonprofi...
Retirement
Amortizing Loan Calculator
Enter your desired payment - and let us calculate your loan amoun...
Loans
Asset Allocation Calculator
Asset allocation is designed to help you create a balanced portfo...
Savings & Investments
Start
Benefits of Spending Less
Reducing your spending can be worth more than you might think. Us...
Savings & Investments
Start
Car Loan Calculator
Use this calculator to generate an estimated amortization schedul...
Loans
Start
Cash Flow Calculator
Having adequate cash flow is essential to keep your business runn...
Personal Finance
Certificate of Deposit Calculator
Use this calculator to find out how much interest you can earn on...
Savings & Investments
College Savings Calculator
Saving for your children's education requires a long-term plan. A...
Savings & Investments
Company Stock Distribution Analysis
If you own company stock in a retirement plan, you may be able to...
Retirement
twitterfacebooklinkedinenvelope

A plan for your wealth that’s purely yours

Global Wealth Solutions GroupGlobal Wealth Solutions Group
  • Beverly Hills: 9595 Wilshire Blvd. Suite 801 Beverly Hills, CA 90212-2508
  • T: 310.285.4500
  • F: 310.285.4545
  • TF: 855.608.7543
  • Map & Directions
  • Map & Directions
  • Los Angeles: 444 S. Flower Street Suite 3870 Los Angeles, CA 90071-2933
  • T: 213.327.1059
  • F: 213.327.1030
  • TF: 877.734.5258
  • Map & Directions
  • Map & Directions

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 our 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.

© 2022 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use