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”.
The Do’s and Don’ts of Managing Up
Relaunching Your Career With a Returnship
Full Hands, Full Hearts: Becoming a Caregiver
Gender Pay Gap Has Narrowed, but 18-Cent Shortfall Remains
Tips for Women Facing a Sudden Career Shift
Study Confirms Women Most Often Manage Their Households
How to “Fail Forward” and Capitalize on Your Setbacks
7 Tips for Financially and Emotionally Navigating a Divorce
Has 2020 Thrown Your Budget Off Course?
Making a Career Pivot
Ready to Negotiate on Your Next Big Purchase?
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.