A steadfast financial partner for families and individuals

For true financial well-being, you should feel confident in where you are and sure of how well you’ve planned for the future. We can help you get there. Through customized financial planning, we partner with you to tackle everyday challenges and major milestones. From goal planning and wealth management to estate planning and wealth transfer, you can turn to us for comprehensive support and leading-edge resources. Our access to technology, research and specialized knowledge helps us nimbly adapt to your needs and objectives.

Discover the ways we can help Get in touch

Explore services

We offer financial guidance for every place where your money and your life intersect.

Retirement Planning

Comprehensive preparation for life after the workplace
Niches

Wealth Management

An all-encompassing approach to preserving and managing wealth
Niches

Legacy Planning

Tax-efficient wealth transfer strategies that honor your intentions
Niches

Risk Management

Identifying and mitigating financial risks through a variety of strategies
Niches

Education Planning

Helping families prepare financially for college
Niches

Banking & Lending

A comprehensive suite of cash management and lending solutions
Niches

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.

Life Stages

Building a foundation

As you get started on your goals, we can help you:

  • Build a comprehensive financial plan
  • Plan for a child’s college and other family needs
  • Manage risk with insurance and basic estate planning
  • Set retirement planning goals

Prime earning years

As you pursue your version of success, we can help you:

  • Manage risk with insurance and basic estate planning
  • Visualize and plan your retirement
  • Navigate complexities such as a divorce or career change
  • Preserve wealth through custom strategies

Up to and through retirement

As you ready for the next chapter, we can help you:

  • Optimize your Social Security and retirement income
  • Navigate healthcare in retirement
  • Create a legacy plan, including charitable giving strategies
  • Develop personalized wealth transfer strategies

Related Resources

Which education expenses are considered qualified?

Learn more about what the savings in a 529 plan can help pay for.
Read
Family & Lifestyle

Leaving Money to Your Kids? Consider These Inheritance Tips

How to have a valuable family conversation about your estate.
Read
Estate & Giving

Preserving Wealth Across Generations

07/24/2018
Wealth’s complexities merit reflection and thoughtful dialogue. Prepare yourself and your heirs for the great privilege and responsibility of financial stewardship.
Learn More
Family & Lifestyle

Home Budget Analysis

Managing your monthly budget can be difficult and frustrating. One of the most important aspects of controlling your budget is to determine where your money is going. This calculator helps you do just that. By entering your income and monthly expenditures, you can see how much you have left to save and where your money is being spent. In addition, you can click "View Report" to see your ...
Start
Personal Finance

Mortgage: Adjustable vs. Fixed Rates Comparison

Use this calculator to compare a fixed-rate mortgage to two types of ARMs, a Fully Amortizing ARM and an Interest Only ARM. A fixed-rate mortgage has the same payment for the entire term of the loan. An adjustable rate mortgage (ARM) has a rate that can change, causing your monthly payment to increase or decrease.
Start
Loans

Mortgage: 15 vs. 30-Year Comparison

Determining which mortgage term is right for you can be a challenge. With a shorter 15-year mortgage, you will pay significantly less interest than a 30-year mortgage - but only if you can afford the higher monthly payment. Use this calculator for a comparison of a 15- vs. 30-year mortgage.
Start
Loans

Mortgage Payoff Calculator

How much interest can you save by increasing your mortgage payment? The mortgage payoff calculator helps you find out. Click the "View Report" button to see a complete amortization payment schedule and how much you can save on your mortgage.
Start
Loans

Net Worth Calculator

Your net worth is the value of all of your assets minus the total of all of your liabilities. Put another way, it is what you own minus what you owe. If you owe more than you own, you have a negative net worth. If you own more than you owe you have a positive net worth. This calculator helps you determine your net worth and estimates how it could grow (or shrink) over the next 10 years.
Start
Personal Finance

Mortgage Refinance Calculator

How long will it take to break even on a mortgage refinance? Use the mortgage refinance calculator to sort through a multitude of factors including your current interest rate, the new potential rate, closing costs and how long you plan to stay in your home. The mortgage refinance calculator helps sort through the confusion and determine if refinancing your mortgage is a sound financial decision.
Start
Loans

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

let’s get started
Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.

The future at your fingertips

 

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.

© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use