Wealth Strategies Partner

Planning for a long, fulfilling life

As we live longer lives, there are many factors to consider related to your retirement years – from housing and healthcare to navigating the complexities of Medicare. Our knowledgeable and experienced team can help you sort through the possibilities and offer financial advice designed to guide you up to and through the retirement you’ve envisioned.

Raymond James has also partnered with several services to help make these complex decisions easier for you and your loved ones.

Broadspire helps you plan for the largest financial factors in retirement: housing and healthcare. Broadspire will assess, recommend and facilitate strategies for staying in your home as you age and other care needs associated with aging, from minor home modifications to finding the best memory care facility.

Everplans enables you to organize important information - from a will to a favorite family recipe - and end-of-life wishes, which can be shared with trusted family and friends. Everplans guides you through the step-by-step process, helping ensure your family has a full understanding of your life and wishes.

EverSafe seeks to protect you from financial fraud by using a proprietary algorithm to monitor your accounts for unusual activity. Alerts are sent to you and those designated as trusted contacts.

HealthPlanOne helps you navigate the complexities of Medicare by comparing options and finding the most cost-effective plan for you, while assuring appropriate coverage for your preferred providers, doctors and medications.

Legacy Planning
Leaving a legacy entails much more than leaving an inheritance or charitable gift - it’s important to pass along celebrated traditions and cherished values to those you love.

A concierge health service, PinnacleCare helps you manage a healthcare episode. PinnacleCare maintains relationships with top-ranked medical centers across the country and works with you to find the best treatment, schedule appointments, coordinate seeking a second opinion – even ensure an accurate diagnosis.


Wealth Strategies Partner
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