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.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
© 2018 Raymond James Financial Services, Inc., member FINRA / SIPC
Understanding the Specific Needs of Our Clients
We serve a variety of clients from many walks of life and in vastly different situations. This carries with it a responsibility to bring a breadth of understanding to each personal financial situation we advise.
More than that, we bring a high level of expertise and professionalism to each personal situation we face, helping our clients realize they have a partner who knows what it takes to help them reach their financial visions.
The following client profiles are meant to provide a broad understanding of the different kinds of people we serve and the insight we deliver to help them achieve their individual financial goals.
Of the three financial phases in life – accumulation, stabilization and distribution – you are in the wealth accumulation phase. Whether you are young and moving up in your career or more established in life, you have a vision. You know where you want to be in five, 10 or 15 years, and we have the experience, knowledge and expertise to help you achieve your vision.
We can provide strategic investment advice, help you implement carefully planned accumulation strategies,
and provide you with detailed reports to give you
a snapshot of your financial picture and your
progress. As things change over the years,
we closely monitor your investment needs and
policy and make adjustments as required to
respect your lifestyle and vision.
We also recognize the busy lifestyle you lead.
Your time is vital to your success. With that in
mind, we prepare meeting agendas ahead of
time, allowing us to leverage your time properly
to ensure your involvement is effective and
as much or as little as you desire.
As financial planners, we enjoy helping clients celebrate retirement – no matter how they plan to enjoy it. Guiding you through good financial decisions both before and after retirement allows you to concentrate on what is really important – living your life to the fullest.
If you are thinking about your retirement and how you will spend your time once you leave work, we can help. We can advise on how best to manage your retirement
plan distributions; manage cash flow
distributions from your portfolio to help
maximize income and minimize tax
implications; determine the best time to
begin taking your Social Security and Medicare
benefits and review your options for medical
and long-term care insurance.
In all, we offer you a comprehensive array
of services, the support and expertise of
our staff, plus a network of outside
professionals that can help take the
guesswork out of the process and help you
focus on making your visions for retirement
If you are financially independent, you have achieved a unique station in life and have very different needs when it comes to the management and custodial duties related to your wealth. We can assist with the everyday management of your financial affairs and the distribution of your wealth. We are experienced working with clients throughout the USA.
When it comes down to it, we want you to have the freedom to live your life as you wish, where you wish. That can only occur when you know someone is looking after your wealth in a careful, competent and professional manner. Over the years, that is the relationship we have built with other clients in positions similar to yours.
A large number of our clients are independent women. Some are widowed after a lengthy marriage; some have never been married; others have gone through a divorce.
Meeting with us may be the first time you have even thought about investing. The first thing we will do is to listen to you and gain an in-depth understanding of your risk tolerance. Women at different stages in life will have very different attitudes toward risk. We listen carefully, taking your goals and risk tolerance into account to develop a portfolio that is right for you.
If you are an independent woman who has accumulated considerable wealth, you must carefully consider the financial impact of relationships. Engagement, cohabitation, marriage – or a second marriage – each has unique issues that we can help you comfortably understand and be confident in the financial decisions you must make.
If children are a part of your life, it is no secret that tuition and college expenses grow every year. We can offer a wide array of savings alternatives to help you plan for
their future without sacrificing the quality of
your life now.
We have helped many women navigate
through all the issues a single woman
can face. We have seen many gain new
confidence as they took control of their
finances and set positive, attainable goals
The loss of a loved one from death or divorce is a turbulent and emotional time. There are so many questions to answer and decisions to make; the last thing you should have to worry about is your finances. Experience has shown that financial questions are likely the most prominent in your mind.
To help you through this time, we offer a level of care, support and service you might not be accustomed to receiving at a financial firm. For instance, we offer a selection of materials, such as a "Survivor's Check List," designed to provide you with a better understanding of what is going on in your life and around you, so you can stay focused on your goals and keep moving forward.
While you have full access to our caring staff,
we know support needs to come from other
areas of your life as well. We collaborate with
other professionals to ensure your needs are
properly met, and your questions are answered
to your satisfaction. Your team can include not
only members of our staff, but also family
members and outside sources of professional
service, including attorneys, accountants and
insurance professionals to name a few.
Your care and well-being are our
ultimate priority. We will make sure
the proper resources, both personal
and professional, are available.
Owning a business – whether just starting out or established for many years – can be a fulfilling and rewarding experience. Business owners have unique responsibilities. For instance, your assets are subject to different risk if you own a business. You not only have to worry about your family if you are unable to work, you have to worry about your business, too.
We specialize in helping efficiently integrate your
personal and business financial planning. Some
of the services we provide include cash-flow
projection, finding insurance coverage gaps
and overlaps, help in establishing the true
value of your business and succession
planning. We can provide guidance with
intergenerational family issues as well.
Through experience, we not only understand the unique financial needs of corporate, non-profit and public service professionals, but also the special lifestyle concerns of those whose lives are often unequally divided between family and work. Our goal is to help you create efficiencies in your financial planning to enable you to better leverage your time and simplify your life.
When it comes to matters of compensation and benefits, we have considerable expertise and will use it to help you take proper advantage of benefits such as insurance plans, stock option
plans, restricted stock, concentrated positions, deferred compensation and pension plans to maximize your
To avoid the pitfalls of accepting a position
with a different company without all the facts,
we can provide a job move analysis before
decisions are made. At the other end of the
spectrum, we can also help you analyze
retirement scenarios and early-out