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For Individuals and Plan Participants

While we largely focus on helping plan sponsors implement retirement plans for themselves and their employees, we also help individuals and plan participants understand their retirement options. Our individual planning services include:

  • Retirement Planning
  • Education Planning
  • Tax Efficient Wealth Management
  • Philanthropic Giving
  • Wills, Trusts & Estate Planning
  • Business Succession Planning
  • Contingency Planning
  • Risk Management and Wealth Accumulation

Our goal is to help clients develop a financial roadmap and feel confident with their investment strategy and retirement plans. By offering education and guidance from an experienced team, we seek to help clients pursue financial independence and provide clarity in their finances.

Raymond James does not provide advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional