Skip to content
Make an appointment
Menu
Home
About Us
About Us
Gary Perl
Katie Janda
Sharon Brown
Elisabeth Perl
What Makes Us Different
Why Work With a CFP®
About Raymond James
Our Clients
Our Clients
Business Owners
Corporate Executives
Corporate Retirement Plans
Families & Individuals
Healthcare Professionals
Our Difference
Our Difference
Our Process
Alternative Investments
Banking & Lending Solutions
Business Planning
Corporate Retirement Plan Consulting
Education Planning
Estate, Charitable Giving & Trust
Financial Planning
Fixed Income Services
Investment Banking
Investment Management
Investment Strategies
Longevity Planning
Portfolio Management
Retirement Planning
Risk Management
Resources
Resources
Commentary and Insights
Behavioral Finance
Behavioral Finance
Familiarity
Loss Aversion
Overconfidence
Mental Accounting
Client Access Videos
Intergenerational Wealth Transfer
Intergenerational Wealth Transfer
Communication
Philanthropy
Taxes
Your team
Living Your Legacy
Living Your Legacy
Career
Community
Family
WorthWhile
Contact Us
Contact Us
Refer Us
Second Opinion
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Office Address
2950 E Harmony Rd
Suite 225
Fort Collins, CO 80528-3410
O: 970.612.8670
Map and Directions
Map and Directions
Florida Location
814 A1AN
Suite 303
Ponte Vedra Beach, FL 32082-3269
O: 904.273.2426
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Family & Lifestyle
Markets & Investing
Topic
Investment Strategy
Media
Article
Webinar
Making a career pivot
Need to change jobs? Read five tips to help you redesign your work life.
Read
Family & Lifestyle
Webinar replay - Deciphering the market's difficult message
7/11/2022
Borrowing ancient wisdom to crack the code of the economy's future.
Watch Webinar
Markets & Investing
An empty nest could mean a fuller wallet
When children leave home, you may have extra resources to invest in yourself.
Read
Family & Lifestyle
Load more
Load more