When life changes, so should your financial plan

Every life has its unexpected turns. Your financial plan should be able to keep up. A major part of serving our clients is helping them pivot, reassess priorities, and reposition resources so they can continue moving forward with their goals no matter what comes their way.


Marriage is the coming together of two families, and of two financial situations. Financial stress can lead to marital stress, so we advocate open communication and the sharing of goals. This won’t come naturally, at first, but we’ll help you develop these good habits while getting all the paperwork where it needs to be.


Nothing changes priorities like the arrival of a child, and fast. Suddenly, risk management – that is, insurance – feels a lot more urgent. You’ll also want to provide your child with advantages you may not have had – education savings, estate planning and the nurturing of lifelong financial wisdom. We’ll take you through it all.


Retirement means a lot of different things to different people. For some, it’s the end of a career. For many of our clients, it’s not a line in the sand, but a gradual change in the way they wish to spend their time. No matter your particular situation, we’ll help you pursue your goals.


Financial well-being is one of many things on the balance when one is split into two. With clear-headed guidance, an understanding of your goals and a confidant’s ear, we’ll help you make positive moves toward a bright tomorrow.


Grief is the price of love. In the shadow of loss, we’ll be there beside you, helping you manage your financial resources, maintain your financial responsibilities and respond to things as they come your way.


Beneficiaries of a loved ones’ gift often struggle to make wise financial decisions, either by trying to assuage their grief through spending, or by being too afraid of further loss to be decisive. We can help you work through those feelings while honoring their memory, and their wishes, by letting it serve your goals as they intended.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.