Researchers, Healthcare Professionals, Administrators, Professors, and Education Assessment Executives have been partnering with us since our practice was founded in 1984.
Our team is familiar with the retirement plans and benefit structures within the education field, such as TIAA, IPERS and 401Ks. We will walk you through your plan and benefit options, helping you construct a holistic plan designed to meet your income needs, charitable giving goals and estate planning wishes.
We pride ourselves on our concierge-level service that puts your best interests above all else. We are happy to work with you to construct a plan that includes your employer-sponsored retirement account in the “big picture”.
Relaunching your career with a returnship
Parental leave policies leave parents wanting more
How to project confidence at your next public speaking gig
Weave more of what you love into everyday life
Full hands, full hearts: becoming a caregiver
Double the inheritance, double the planning
7 tips for financially and emotionally navigating a divorce
Wise Words From Six Wildly Successful Women
Emergency Savings Calculator
Long-Term Care Calculator
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. James Investment Group, Inc is not a registered broker/dealer and is independent of Raymond James Financial Services.