Happy group of people hugging in a circle

The Family Holiday Huddle

November 17, 2016

Posted in blog, business building, people - Openly discussing important matters during the holiday season can bring your family closer. Read More »


Preparing for financial milestones.

December 10, 2015

Posted in blog, business building - Our Raymond James Retirement & Financial Planning CFP® professionals work with your advisor to provide comprehensive, integrated, and truly objective financial solutions for high-net-worth individuals. Our team has decades of experience in developing personalized long-term financial and estate plans. Read More »


12 ways to help clients revive their retirement savings

October 14, 2015

Posted in business building - While boosting savings is the most important factor, there are many changes they can make to increase the odds of attaining a comfortable retirement Read More »


Three questions to answer when planning your retirement

August 26, 2015

Posted in business building, people - Joseph F. Coughlin, PhD is founder and director of the MIT AgeLab. His research focuses on how the convergence of baby boomer expectations and technology will drive innovation in business and government. Read More »

retirement plan

Are you asking the right questions about retirement?

August 12, 2015

Posted in business building - Help your clients evaluate important quality-of-life factors and ideally differentiate you from your competition. Read More »