Services

We can help you add value to your executive staff through meaningful business strategies designed to attract and retain critical team members.

• Executive Compensation Planning
• Business Succession Planning
• Variable Pre-paid Forwards
• Key Person Insurance
• Buy / Sell Agreements
• Concentrated Equity Positions

Whether your business is going public or staying private, we'll provide the experience and tools necessary to help you negotiate the ins and outs of the private market.

• Public Equity Offerings
• Mergers and Acquisitions
• Private Equity
• Corporate Debt
• Restructuring

Learn more about Investment Banking

Working closely together, we'll help you design a retirement that makes a fitting reward for all you've accomplished.

• Business Retirement Strategies
• Retirement Projection Analysis
• Cash Flow Analysis
• Life Insurance Planning
• Long-term Care Insurance
• Disability Insurance

Learn more about Retirement Planning

Using our relationship with you as our guide, we'll help select the investment alternatives that best suit your purposes and compose a portfolio aimed at achieving your ultimate goals.

• Private Money Managers
• Alternative Investments
• Taxable and Municipal Fixed Income
• Equity IPOs
• Mutual Funds
• Tax Deferred Annuities
• Individual Equities

Learn more about Portfolio Management

Through Raymond James, we have the resources to design a cash arrangement that helps suit your needs, providing ease and convenience.

• Consumer Lending
• Commercial Lending
• Deposit Accounts
• Cash Management

Learn more about Banking Services

We take the utmost care as we help you arrange your enduring legacy, because no financial life is complete without a plan that looks beyond it.

• Legacy Planning
• Philanthropic Consulting
• Tax Strategies
• Trust Services

Learn more about Estate Planning

Like other significant events, divorce requires careful planning in order to successfully manage this stage in life. As a Certified Divorce Financial Analyst™, Marcy can assist as you navigate the waters of the divorce process with the goal of helping you achieve a better financial future. Whether it’s analyzing the marital settlement agreement for a traditional divorce or acting as the financial neutral in a collaborative case, we are able to work as a team with you and your attorney to help arrive at a positive outcome.

• Act as the Financial Neutral on your Collaborative Team
• Determine personal vs. marital property
• Provide future value of retirement assets and pensions
• Determine how to value and divide property
• Calculate appropriate spousal and child support
• Establish a split of the marital home
• Examine tax implications and strategies
• Explore financial issues affecting divorce

Learn more about Collaborative And Traditional Divorce Planning

As we live longer lives, there’s an awful lot to consider about your retirement years – from choosing the right Medicare plan to the possibility of a healthcare episode to finding a ride to the grocery store. Raymond James has partnered with several services to help make these challenges easier for you and your loved ones. Click on the tabs below to learn more about the available services.

Holistic planning - for your financial life

Plan

The future you envision starts with making a plan today. Our longevity resources are designed to help you unlock new levels of financial confidence through integrated goal planning with your advisor. Learn how to lead thoughtful conversations about wealth and health with your family and build a holistic plan that puts you and your loved ones at the center of every decision.

Goal Planning & Monitoring

This sophisticated wealth planning tool shows your full financial picture. It takes into account your specific goals, investment strategy, risk tolerance, spending and saving rates – and tells you the probability of achieving your goals*.

*IMPORTANT: The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time. Asset allocation does not guarantee a profit nor protect against loss.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Protect

Longevity planning isn’t just about investment management. It’s also about protecting yourself and your loved ones, so you can make the most of what the future holds. Explore the services we offer to safeguard your hard-earned savings, your identity and even your health.

EverSafe

EverSafe seeks to shield you and your loved ones from financial fraud through a proprietary algorithm that monitors accounts for unusual activity. Alerts are sent to you and anyone you designate as a trusted advocate. You can also protect loved ones by serving as their trusted advocate. And if any issues are detected, EverSafe helps you manage the resolution process and create a recovery plan.

HealthPlanOne

Make the most of Medicare with HealthPlanOne, with unbiased agents to help you compare your options and find the most cost-effective plan – all while ensuring appropriate coverage for your preferred providers, doctors and medications.

Care

As longevity planning specialists, we understand the costs and commitment that come with caregiving. Whether you’re seeking care support, serving as a caregiver or partnering with loved ones for family care management, our resources help you navigate every aspect of health and wellness.

Broadspire Care Management

Plan for the greatest financial factors in retirement – housing and healthcare – with Broadspire Care Management. When you’re ready, one of their dedicated care experts can visit your home to assess, recommend and facilitate strategies for aging in place as well as help you address additional care needs, from minor home modifications to finding the best memory care facility.

PinnacleCare

A concierge health service, PinnacleCare maintains relationships with top-ranked medical centers across the country and works with you to source the best treatment options, schedule appointments, seek second opinions from trusted specialists and more.

Thrive

Retirement doesn’t mean closing the chapter on your life’s purpose. Instead, it’s an opportunity to redefine it. This might include an encore career or volunteering for causes near and dear to you. If you’re not sure what makes your heart soar, ask yourself: What activities do I enjoy and how do I stay connected with my community? What are my personal goals? When do I feel most fulfilled?

We can help guide you through each facet of your life, including your post-retirement years, and connect you with resources that prioritize your well-being and happiness.

Share

A legacy is so much more than what you’ll one day leave behind. It’s about passing on cherished memories, sharing your stories and helping instill your values in future generations. It’s about creating a gift that extends far beyond your wealth.

Everplans

A meaningful legacy includes organizing and sharing critical information with your loved ones – and that’s where Everplans can help. Through its step-by-step process, Everplans enables you to organize important documents – from your will and end-of-life wishes to your favorite family recipes – in a secure online database, which can be shared with trusted family and friends whenever you decide.