More About Who We Serve

This Salt of the Earth generation is redefining what the best of life has to offer. You may be 'empty nesters', but the financial worries certainly continue. You love your family- the kids, grandkids, even the 'grand dogs', and you desire the best of life for them. And yet, your thoughts might turn to how you could finally spend a little money on long sacrificed dreams.

At Raymond James, we understand. We'll make the commitment to help you along in your financial journey so you can pursue those long held dreams. We're dedicated to the interest of our clients, offering them professional guidance every step of the way to help them meet their financial goals, safeguard their futures and those of their loved ones.

The sky's the limit! Your corporate ambitions and boundless determination to survive and thrive in this risky market is relentless. You work hard for your income and you want another professional who can understand your needs, challenges and goals. The same way you're responsible in looking out for others needs. Who can you turn to for sound financial advice and guidance?

At Raymond James, we'll try to rise to the occasion. Together, we can create a financial plan designed to pursue those goals. From cutting edge technology to industry renowned equity research, and from superior client services and continuing education, we have the expertise and tools we need to help the well suited professional ladies pursue their unique personal objectives.

Divorce doesn't have to be a 'death sentence'; it's a rebirth! Those who are ready to move on are preparing for the 'next chapter' of their lives. Just as those who've lost spouses and feel uncertain and overwhelmed by the financial burdens, require the wisdom and expertise of an understanding financial adviser. Whatever that stage might represent for you, financial planning is an integral part of your financial independence.

We offer a financial planning software program that we can both navigate to develop a personal financial strategy suitable to your needs. Goal Planning & Monitoring gathers the necessary personal data required to develop a detailed budget as background to the overall planning process.

Your life is dynamic and your needs will evolve through the years. At Raymond James, we'll be there through every facet of your financial requisites because it's your life and you deserve the very best.

Finally! You're ready to bust a move and hit the road on your...'motorcycle'? You're not one to spend your Golden Years sitting at home and knitting! You've got places to go and people to meet! The kids are grown, the business is sold and now you're free to consider how you want to live.

Raymond James can help you maintain your financial independence while you enjoy the future you envision. While each individual's financial needs are unique, many people have similar planning objectives-whether it's to ensure they have the income they need today, to plan for retirement tomorrow, or to preserve their assets.