Benefits Planning

For our working clients, making appropriate benefit selections is an area in which we can assist, including:


• Retirement plan contribution levels and investment selections (401k/457/403b/Etc)

• Group Life insurance

• Health plan options

• Disability insurance options

• Pension benefit options (life only, joint and survivor, etc.)

• Stock options and stock compensation

• Non-qualified Deferred Compensation Plans

• Changing employers – benefit comparisons



5890 Sawmill Road, Suite 130  |  Dublin, Ohio  43017  |  Phone: 614-824-3080  |  Fax: 614-824-3082  |  Toll-Free: 877-369-4046


Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.


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