• By helping coordinate your Long-Term Care benefits with your insurance company
    • Establishing Auto Pay for your monthly Assisted Living Expenses (if preferred) 
    • Annually coordinate Tax Documents with your CPA
    • Set up Auto Pay for Quarterly Estimated Taxes (if required)
    • Reviewing Estate Planning Documents and Beneficiary Designations, Proper Titling
    • Deep dive into your Insurance Policies, Beneficiaries Correct, Policy still needed 
    • If desired, establish Family Meetings to keep your heirs informed and updated of your wishes
    • For our clients Asset Protection, we use EverSafe to help protect against elder fraud
    • If desired, add Power of Attorney for heirs oversight and continuity should you fall ill

    • Multi-Generational practice works closely with future generations to educate on wealth

    • Purposeful Limited Practice for personalized attention to detail and timely response time

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


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