Assisting Those Who Protect Us

As a healthcare professional, your primary focus is on helping others: providing care, comfort, and treatment to those in need should always be your top priority.

We understand, time spent managing your personal wealth can be a stressful diversion from what you do best – saving and improving lives.

Our clients in the medical field have unique needs: protecting and preserving assets; reducing taxes; mitigating the effects of healthcare cutbacks; managing education debt and, finally, pursue financial independence.

We simplify your wealth management plan that is designed to address every important aspect of your practice and personal life. By collaborating with your tax and legal advisors, we can create innovative solutions.

You can rely on us to provide customized guidance to manage and preserve your hard-earned wealth.

Our Services Include:

  • Risk Management and Insurance
  • Cash Flow Analysis
  • Debt Management Strategies
  • Smart Borrowing Options
  • Investment Advice and Education
  • Tax Considerations
  • Practice Management and Business Planning
  • Accelerated Retirement Planning
  • Estate, Legacy, and Charitable Planning

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.

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Chief Economist Eugenio J. Aleman discusses current economic conditions.
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The benefits of tax-efficient wealth management.
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This significant change could boost your retirement savings as you approach retirement.
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Chief Investment Officer Larry Adam notes with volatility on the rise, maintaining a long-term view is key.
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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.

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