As your 401k Advisor we are completely objective and fully independent in making our recommendations.

Because we do not offer proprietary “in-house” 401(k) plans, we have no incentive to sell any specific product, but work with virtually all the different product and service providers in the 401(k) market.

We understand many factors are involved in the selection of 401(k) provider. Each employer has specific needs and objectives that are important in this decision. Our team assists in evaluating alternatives and then, after providers are selected, coordinates the different components of the 401(k) process on an ongoing basis.

Our goal is to build and foster long-term relationships. That’s why we are available by phone, email and in person for individual consultation. In addition, we will gladly integrate your retirement plan goals into a personal customized financial and estate plan when requested. Finally, we will educate plan participants about plan distribution alternatives, provide retirement cash flow analysis, and, whenever necessary, consult with participants regarding investment asset allocation and risk management strategies.

There is no better time than now to plan for retirement. You've taken the first step by participating in your company’s retirement plan and we are pleased to have you on-board.

We have created this page to help you easily connect to your company’s Retirement Plan website. Click the appropriate logo below and Log In to:

  • Check account balances
  • Conduct financial transactions
  • View investment information

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.