Our services

Benefits Planning

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

Our team can help with:

  • 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
Raymond James does not offer tax or legal advice.