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  • Lineage Financial Planners of Raymond James
    8245 Holly Road, Suite 201 Grand Blanc, MI 48439-2443 T: 810.695.3589 F: 866.522.9603 TF: 800.521.9767
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Cashing in on collections
Collectibles can appreciate in value, but are they a solid investment?
Family & Lifestyle
Your heirs want transparent, proactive conversations
Communication plays a critical role when it comes to successfully maintaining wealth and family harmony for generations to come.
Estate & Giving
Watch Video
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The roles of trusts [INFOGRAPHIC]
These precise, tax-efficient tools can help ensure your hard work is paid forward in the ways you envision.
Estate & Giving
Your guide to marriage and money
Love and money can be complicated. Here’s how to deal with finances before, during and – if needed – after marriage.
Family & Lifestyle
Comparing SBLs and student loans to cover tuition
You’ve likely heard of student loans and 529 plans to cover tuition costs. But there’s another innovative option worth considering.
Family & Lifestyle
Read
7 ways to boost your savings
Discover smart options to grow your savings.
Retirement & Longevity
Read
Long-term care insurance can support your future flexibility
Asset-based long-term care may be a worthwhile addition to your financial plan.
Retirement & Longevity
Plan your financial future
Lineage Financial Planners of Raymond JamesLineage Financial Planners of Raymond James

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  • 8245 Holly Road, Suite 201 Grand Blanc, MI 48439-2443
  • T: 810.695.3589
  • F: 866.522.9603
  • TF: 800.521.9767
  • Map & Directions
  • Map & Directions
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There is no assurance any investment strategy will be successful. Investing involves risk, including the possible loss of capital.

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.

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