How do we serve you?

    • By helping coordinate your Long-Term Care benefits with your insurance company
    • Establishing Auto Pay for your monthly Assisted Living Expenses (if preferred) 
    • Annually coordinate Tax Documents with your CPA
    • Set up Auto Pay for Quarterly Estimated Taxes (if required)
    • Reviewing Estate Planning Documents and Beneficiary Designations, Proper Titling
    • Deep dive into your Insurance Policies, Beneficiaries Correct, Policy still needed 
    • If desired, establish Family Meetings to keep your heirs informed and updated of your wishes
    • For our clients Asset Protection, we use EverSafe to help protect against elder fraud
    • If desired, add Power of Attorney for heirs oversight and continuity should you fall ill

    • Multi-Generational practice works closely with future generations to educate on wealth

    • Purposeful Limited Practice for personalized attention to detail and timely response time

Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Read
Family & Lifestyle
What makes gold a widely considered inflation hedge for shielding wealth?
Read
Markets & Investing
Good or bad? With social media, it’s all about how you use it.
Read
Technology & Innovation
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Read
Markets and Investing
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Watch Webinar
Markets & Investing
Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy
A guide to tax considerations and trusted partners.
Read
Estate & Giving
Ensuring your loved one’s end-of-life wishes are honored.
Read
Retirement & Longevity
The fine line between friend and foe.
Read
Technology & Innovation

what can we do for you?

Say hello

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.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use