Wealth, managed with intention
Our guidance is shaped by experience, measured judgment and a long-term perspective. We advise across the full scope of our clients’ financial lives – bringing a disciplined approach to complex decisions and long-term planning.
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The possibility of living 30 years after you stop working requires careful retirement income planning, longevity planning and disciplined investing. We can create a plan for sustainable monthly withdrawals from your investment portfolio designed to make your money last your lifetime.
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Planning for the unexpected is an important part of preserving both financial stability and personal intent over time. We offer the following resources and services:
- Goal planning and monitoring. Define your goals and strategy for pursuing them with proprietary planning software from Raymond James.
- Planning and organization. Organize your important information and document your wishes so nothing is left to guesswork if something unexpected happens.
- Legal support. Get assistance with estate documents, powers of attorney and other aspects of legal planning – which are especially important for clients aging solo.
- Financial oversight and protection. Protect yourself from scams and identity theft with active monitoring.
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Business ownership comes with unique financial opportunities and challenges. We help you make informed decisions about cash management, capital investment, risk and long-term planning so you can protect the value of your business. prepare for what's next and keep your personal and business financial goals aligned.
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Planning for education can be a meaningful component of your long-term wealth strategy. We can help you structure education plans using tax-efficient strategies and other vehicles that align with your overall financial picture.
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Strategic estate planning brings clarity and control to how wealth is transferred over time, requiring careful coordination across family priorities, tax considerations and long-term intent. We advise on structuring and implementing plans designed to preserve assets and support the individuals and organizations that matter most to you.
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Managing risk is an important component of a comprehensive financial plan, and thoughtful use of insurance can help preserve assets and support long-term objectives. We advise on life insurance, long-term care coverage and related strategies.
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Healthcare costs and coverage decisions play a critical role in your overall financial well-being. We help simplify insurance shopping for Medicare and individual health insurance with unbiased support for finding the most suitable and cost-effective coverage for your needs.
There is no form of a legal partnership, agency, affiliation, or similar relationship between Everplans and Raymond James, or their affiliates or agents, nor is such a relationship created or implied by the information herein. An introduction to Everplans by Raymond James does not constitute an endorsement, recommendation, or opinion as to the appropriateness of any relationship between Raymond James or any financial advisors and Everplans, or their affiliates or agents, or any advertising, marketing, social media use, or communications as a result of an introduction to Everplans by a Raymond James financial advisor. Raymond James is independent of Everplans.
Raymond James and your financial advisor will not act as your agent or advisor in connection with, and will not be involved in any way with, the relationship that you may form with ARAG or any of its affiliates. Raymond James and your financial advisor do not receive referral fees or finder’s fees for referring business to ARAG. Limitations and exclusions apply. Service products are provided by ARAG Services, LLC. This material is for illustrative purposes only and is not a contract. For terms, benefits or exclusions, contact ARAG Services, LLC.
Eversafe is not affiliated with Raymond James.
Insurance products offered through Raymond James Insurance Group, Inc., an affiliate of Raymond James & Associates, Inc. and Raymond James Financial Services, Inc.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
