Collaborative Divorce Planning

Divorce is brings so many unknowns and challenges, both emotionally and financially. Whether you are considering or are currently going through a divorce, or you are newly divorced, you need an empathetic team that you can count on to walk through this new phase of your life.

We simplify your financial planning process with careful planning to navigate the process successfully.

We Specialize In:

  • Budgeting/Cashflow Management
  • Wealth & Investment Management
  • Banking & Lending Solutions 1
  • Risk Management
  • Retirement Income Planning
  • Social Security Optimization
  • Estate and Legacy Planning
  • Tax Planning
  • Distribution Strategies
  • Healthcare Planning

Resources:

Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Make the most of Medicare's open enrollment period

With open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
Read
Retirement & Longevity

Final stretch before election day: Everything and nothing has changed

10/09/2024
Managing Director, Washington Policy Analyst Ed Mills notes that the reality is the 2024 Presidential Election is likely to come down to a small number of voters in key swing states.
Read
Economy & Policy

Infographic: Outsmart the scams

Stay vigilant against online fraudsters with these common scams and best practices to avoid them.
View
Technology & Innovation

Unlock the full potential of profit sharing

Determining the ideal profit sharing design for your organization.
Read
Business Ownership

Make your final tax-saving moves before Dec. 31

Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.
Read
Tax Planning

Getting specific – A working strategy

10/07/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Read
Markets & Investing

The U.S. economy is on track for a soft landing

10/04/2024
Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing

September data seems to show economy rebounding

10/04/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy

Reduce risk in your hiring process by reimagining it

Overcome the limitations of interviews and strengthen your support of new hires.
Read
Business Ownership

The great American road trip

10/01/2024
Raymond James CIO Larry Adam notes that even as unexpected detours occur, investors can't lose sight of their long-term goals.
Read
Markets & Investing

Give yourself permission to unplug

4 ways you can ward off relaxation-induced anxiety.
Read
Family & Lifestyle

Federal Reserve rate cut helped propel markets forward

09/30/2024
The S&P 500 notched its first positive performance in a September since 2019.
Read
Markets & Investing

what can we do for you?

Say hello

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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Goodrich Wealth Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2021 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use