A steadfast financial partner for families and individuals

For true financial well-being, you should feel secure in where you are and sure of how well you’ve planned for the future. We can help you get there. Through customized wealth management and financial planning, we partner with you to tackle everyday challenges and major milestones.

What does your financial future look like?

Our wealth management resources can help you visualize it. They can also help in creating a financial plan that’s designed to grow with you, from planning to send your child to college to planning your retirement income.

Niches

Case Study

Pursuing a plan to retire early

Joe enjoys setting audacious goals for himself when it comes to his career achievements and his retirement savings. In fact, he came to us with a goal of retiring early. We created a diversified asset allocation plan that includes his employer-sponsored and personal retirement savings accounts to help him pursue his goal of financial independence.

7 Ways to Boost Your Savings

This case study is for illustrative purposes only. Individual cases will vary. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Prior to making any investment decision, you should consult with your financial advisor about your individual situation.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

50%

Goal savings rate

Milestones

Getting Married

We’ll help you think beyond the wedding day to your future as a couple.

Combining finances and accounts
Working toward shared financial goals
Taking your union into account in your legacy plan

Birth of a Child

We’ll help guide you through the changes this joyous event brings.

Planning for education expenses
Estate planning that allows you to designate a guardian
Mitigating risk with life and disability insurance

Changing careers

We’ll help ease the transition to a new venture.

Making the most of your benefits
Updating your financial plan and goals
Planning for the sale or purchase of a business

Getting divorced

We’ll help you navigate the path to financial independence.

Defining new financial goals
Building a solid foundation with banking and lending solutions
Updating your legacy plan and beneficiaries

Whatever your priorities are in life, we’re here to offer the guidance you seek.

let’s get started

Banking and Lending solutions are offered through Raymond James Bank, an affiliate of Raymond James & Associates, Inc, and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2023 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Exit Planning Institute owns the certification marks “CEPA” and “Certified Exit Planning Advisor.” An advisor who earns the CEPA® designation has successfully completed the Exit Planning Institute’s initial and ongoing requirements.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.

Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. You should only invest in alternative investments if you do not require a liquid investment and can bear the risk of substantial losses.

Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.

Rodenbaugh Wealth Management of Raymond James