Skip to content
linkedin
T:
248.593.2975
F:
833.937.0619
TF:
833.297.3222
Feel free to reach out.
Menu
Home
Who We Serve
Who We Serve
Business Owners
Families and Individuals
Life Change
Nonprofits
Our Difference
Our Difference
Our Approach
Client Experience
Services
Services
Financial Planning
Investment Strategies
Longevity Planning
Portfolio Management
Retirement Planning
Family Office Services
Sustainable Investing
Estate, Charitable Giving & Trust
Our Team
Our Team
Ricardo J. Armijo
Timothy Cooper
Cheri Schafer
Richelle L. Verran
Why Work With a CFP
About Raymond James
Resources
Resources
Client Access Videos
Worthwhile
Intergenerational Wealth Transfer
Intergenerational Wealth Transfer
Communication
Philanthropy
Taxes
Your team
Contact Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Birmingham, MI
325 N. Old Woodward Avenue
Suite 320
Birmingham, MI 48009-5335
T: 248.593.2975
F: 833.937.0619
TF: 833.297.3222
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Estate & Giving
Family & Lifestyle
Topic
Education
Families & Individuals
Housing
Media
Article
Calculator
Leaving Money to Your Kids? Consider These Inheritance Tips
How to have a valuable family conversation about your estate.
Read
Estate & Giving
Embracing Sustainability Can Benefit Your Business
Explore tips for going green in the workplace.
Read
Business Ownership
Change the Game With a Retirement Plan
Attracting and keeping valuable talent is only one of many benefits.
Read
Business Ownership
Load more
Load more