A layer of safety for you and your family
Since insurance helps protect you in case of accident, illness, disability or death, it plays a crucial role in your comprehensive financial plan. It is a tool that can help you protect your dependents and business interests from financial hardship when the unexpected strikes.
Our insurance planning process includes a thorough assessment to determine whether it is cost-effective to insure the potential risk, and then decide on the best amount and type of coverage to use. We explain your options in clear, easy-to-understand language so that you have the information you need to make the best decisions to protect your loved ones.
We collaborate with the knowledgeable specialists at the Raymond James Insurance Group to provide a wide array of quality insurance alternatives that can offer an important layer of safety for you, your family, your business or your organization.
We can help you build a protective cushion with life and disability insurance, preserve your estate with long-term care insurance and combine protection and tax-advantaged growth opportunities with annuities.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.