We’ve assembled the following resources to serve as tools you can use when working with us and for seeking information important to you and your financial well-being.

The Blog – Laura's Insights

Discovery Meeting Checklist – what to bring to our first meeting

Nearing Retirement – things to consider

Losing A Loved One – getting things in order

Losing A Loved One – things to remember

The First Year As A Widow – a checklist to help steady your ship


Widows | Senior Retirees | New Retirees


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.