FINANCIAL PLANNING from an experienced perspective

Comprehensive financial planning is a term you may often hear. Lest you dismiss it as a catchphrase or cliché, consider this. It can offer profound benefits to you by taking a holistic look at your life and integrating all of your personal and financial matters.

A comprehensive financial plan can provide a cohesive course of action for pursuing your goals, preserving your wealth, funding your retirement and building your legacy.

Philip Blumel is a Certified Financial Planner™ professional who has been providing comprehensive financial planning for more than 25 years. But he doesn’t do it alone. Working with the knowledgeable professionals of Raymond James, you’ll have a full team behind you, plus the personal guidance of an experienced advisor who knows you – and all you’re striving to achieve.

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Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Your Team Experienced financial guidance and Administrative Support

Philip Blumel
Philip Blumel, MBA, CFP®
Certified Financial Planner™ Senior Vice President, Investments
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Sandra White
Senior Registered Client Service Associate

WORKING WITH US

We employ a thoughtful, disciplined and well-defined planning process to design, implement and manage the personalized financial plan we’ll create for you.

Financial Wisdom

To help you become more informed about all things financial, we have assembled a range of resources, including market commentary, newsletters, videos and white papers.

THE CFP® ADVANTAGE

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

My aim is to be your primary financial advisor, taking an educated bird’s-eye view and working closely with your accountant and attorney.

Philip Blumel, MBA, CFP®, Senior Vice President, Investments

Information & insight

Weekly Market Snapshot

07/23/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Investment Strategy

07/23/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

The Twists and Turns of Social Security

This all-important retirement income source is tricky, especially around times of transition.
Retirement & Longevity

Weekly Market Guide

07/23/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

Giving Charitably With QCDs

Your required IRA distributions can benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving

5 Reasons Wealth Transfers Fail

Knowing these common legacy pitfalls can help your family avoid them.
Estate & Giving
Background Rotating Sphere Pattern

LET’S PLAN ON moving forward

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.

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