A breadth of services to serve a variety of needs

What we’ve learned most of all along the way is that helping people is really the number one thing we do well. It’s not about us. It’s not about the markets. It’s about clients like you. As seasoned professionals, we have certainly accrued years of financial wisdom and experience, but that only really matters if the guidance and advice we provide is right for your life.

Helping you make sense of your money, explaining things in straightforward terms you can understand, devoting ourselves to doing what’s best for you, and being here to help you tackle the important questions with thoughtful guidance and a helping hand – that’s how we plan to make a difference in your life.

Maintaining a balance between net worth and income will need to be adapted throughout your lifetime – learning strategies to manage the two can help.
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Family & Lifestyle
What's on the market's wish list for 2025? Chief Investment Officer Larry Adam provides a festive perspective.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
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Family & Lifestyle
8 questions to ask your family during the holiday season.
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Family & Lifestyle
The SECURE Act’s 10-year rule for retirement account beneficiaries is ready for implementation. See how it could impact your wealth and wealth transfer plans.
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Retirement & Longevity
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
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Markets & Investing
Hint: It’s about more than the weather and scenery.
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Retirement & Longevity
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Overcome market timing and loss aversion with dollar-cost averaging.
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Markets & Investing
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Jumper & Associates Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

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