Added Benefits

As your financial professional, our goal is to be an all-around resource and support for you. Whether it’s organizing, planning, monitoring, or coordinating we have you covered. Possibly even in ways you may not have thought about yet.

We know that convenience, preservation and thoughtful, reliable help is important to you. Take a look at these value-adding benefits that all our clients receive.

Capitalize on the Perks

check out what we’ve got going for our investors

Goal Planning & Monitoring

This sophisticated software shows you a real-time financial picture, keeping up to date with the daily market changes. It takes into account your specific goals, investment strategy, risk tolerance, spending & saving rates - giving you the probability of achieving your goals.

Fraud Protection

Using a proprietary algorithm to monitor your accounts, EverSafe can keep you protected from financial fraud and unusual activity through an alerting system.

Medicare Assistance

HealthPlanOne helps you navigate the complexities of Medicare by comparing options and finding the most cost-effective plan for you or a loved one, while assuring appropriate coverage for your preferred providers

Mobile Access

Client Access is a secure website and mobile app that offers you access to all of your Raymond James investment accounts, making the everyday management of your finances more convenient. And, of course our online security keeps your private information safe.

Legacy Planning

EVERPLANS is a tool which enables you to organize all your trusted documents - from family recipes to end-of-life wishes, you can ensure your loved ones have a full understanding of your life wishes.

Account Aggregation

This feature allows you to keep track of ALL your accounts in one place. Imagine the ease of viewing you & your spouses 401(k)s, mortgage, bank, insurance, and credit card accounts on a single site, with one password.

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