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  • Summit Wealth Strategies
    365 Millennium Dr Ste C Crystal Lake, IL 60012-3747 T: 815.455.5050
    Map and Directions Map and Directions
  • Belvidere, IL-8EN01
    175 Cadillac Ct Ste 1 Belvidere, IL 61008-1729
    Map and Directions Map and Directions
  • Phelp, WI 8EN02
    884 Fort Eagle Estates Ln Phelps, WI 54554-9318
    Map and Directions Map and Directions
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7 ways to boost your savings
Discover smart options to grow your savings.
Retirement & Longevity
Becoming a digital nomad
Two truths and a lie about life on the road.
Technology & Innovation
Read
Read
Technology makes it easier (and safer) to age in place
Digital advances may help your loved ones remain in their home while retaining a higher level of independence.
Retirement & Longevity
Navigating Medicare [INFOGRAPHIC]
Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
The vital role of self-advocacy in healthcare
Get off the sidelines when it comes to protecting your greatest asset: your health.
Family & Lifestyle
View
Annuity strategies aren’t one-size-fits-all [INFOGRAPHIC]
These versatile contracts can address a broad range of financial needs. Explore how different strategies pair with particular goals.
Retirement & Longevity
Read
When should you ignore conventional retirement advice?
In certain cases, taking a less traditional route may be a better financial fit.
Retirement & Longevity
Read
Social Security myths and misconceptions
Learn how to get the most from your hard-earned benefits.
Retirement & Longevity
Correcting your retirement course
Plan B can turn into something beautiful.
Retirement & Longevity
Protecting your social security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
The generosity and sacrifice of non-professional caregivers
Supporting an aging parent or less-independent loved one can be a mutually meaningful experience. Providing that care also comes with emotional, physical and financial costs to consider.
Family & Lifestyle

Are you ready? Let’s uncover the possibility of working together.

  • 365 Millennium Dr Ste C Crystal Lake, IL 60012-3747
  • 815.455.5050
  • Map & Directions
  • Map & Directions
  • 175 Cadillac Ct Ste 1 Belvidere, IL 61008-1729
  • Map & Directions
  • Map & Directions
  • 884 Fort Eagle Estates Ln Phelps, WI 54554-9318
  • Map & Directions
  • Map & Directions

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.. Summit Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.

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