Client Resource Library

Here you'll find...

  • Valuable, in-depth guides to educate and help you take charge of your true wealth.
  • A link to helpful how-to videos
  • Links to the various tools we offer, and more!

Downloadable Guides Covering a Wide Range of Topics and Issues.

Brief, Informative Downloadable Articles

How-to Videos

A video library to help you better understand your financial management options and how to efficiently use many of the tools we offer

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Value-Added Services

We often spend time to educate our clients and provide many different resources and tools. It is a way we can add value and connect all of the dots.

Medicare Education and Guidance

It can be challenging to Navigate the various government programs available to seniors and what their impact can be on overall investment growth, wealth management, budgeting and spending. We help our clients make informed choices about Social Security, Medicare and Health Insurance even before they are eligible.

Healthcare Advocacy and Guidance

As we age, healthcare needs usually increase. We offer a program called PinnacleCare* to help you understand what can be increasingly complicated medical issues and care plans and work as your advocates to keep your medical records organized, and answer questions you may have about diagnosis and which doctors are best for you.

Advocacy in Your Time of Need

Facing decisions about in-home care, assisted living or other short- and long-term care options is never easy. We offer a discounted access to Broadspire® *, to help you and your loved ones make the best informed decisions when a transition is necessary. Broadspire® also provides ongoing care coordination and crisis management and more.

Family Meetings

We gather client’s family members together to discuss many different topics important to them. In doing so, we act as a resource for the entire family even if some are not current clients.

Identity theft and fraud protection

Safeguarding financial privacy and security is important for all clients and their older parents. We provide tools and resources that help prevent and deal with identity theft and fraud.

Securing a Plan for Your Family’s Future

Your legacy is so much more than passing on financial well-being to future generations. That’s why we offer EverPlans*, a secure online tool that helps you compile and organize everything from your will, trusts, doctors, and much more. Your legacy is so much more than passing on financial well-being to future generations. That’s why we offer EverPlans*, a secure online tool that helps you compile and organize everything from your will, trusts, doctors, and much more.

What is Everplan?

Life is complicated. Think of Everplan as your personal digital dashboard for your life. Watch the video to learn more.

What is EverSafe?

EverSafe lets you monitor your financial information to keep it secure. It alerts you of unusual activities and gives you the tools to help you resolve the issue. Watch the video to learn more!

How you can maximize your philanthropy for your favorite charities and you?

Watch the video to learn more!

Have a family member or friend who are concerned about their future?

We can help! Learn how by watching the video below!

Raymond James is not affiliated with Riskalyze, PinnacleCare, Broadspire®, EverSafe or EverPlans. Please see the Disclaimer Page for more information.

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Check the background of this financial professional on FINRA's BrokerCheck