Understanding the Challenges Unique to Women

We recognize the importance of empowering women to take charge of their finances – and their futures. Our team's goal is to help you gain confidence in pursuing your goals and planning for the life you want. Building a strong relationship with you and collaborating with you in a space where your opinion and concerns are valued and heard is at the heart of our process.

While all women are unique, many face similar challenges such as time away from careers to care for family, aging parents, the likelihood of marrying later in life, finding yourself suddenly single from a divorce or outliving your spouse. Regardless of the complexities, our team is here not only to guide you make the right financial decisions but also as a source of support at each stage of your life.

Services Include

  • Wealth & Investment Management
  • Banking & Lending Solutions1
  • Insurance & Annuities2
  • Legacy Planning
  • Wealth Transfer
  • Risk Management

    • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

    The many lives of the U.S. consumer

    12/08/2023
    Chief Economist Eugenio J. Aleman discusses current economic conditions.
    Economy & Policy

    Inflation remains on a downward path

    12/08/2023
    Review the latest Weekly Headings by CIO Larry Adam.
    Markets & Investing

    Visualize your future [VIDEO]

    A tailored financial plan can help you achieve the unique future you have in mind.
    Retirement & Longevity

    A volatile year with a silver lining

    12/04/2023
    Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
    Markets & Investing

    When would it be ok to start cutting rates, and by how much?

    12/01/2023
    Chief Economist Eugenio J. Aleman discusses current economic conditions.
    Economy & Policy

    Recapping November’s key market events

    12/01/2023
    Review the latest Weekly Headings by CIO Larry Adam.
    Markets & Investing

    Why do the wealthy borrow? Sometimes, debt makes sense

    Strategic borrowing can keep your financial plan intact and at work.
    Family & Lifestyle

    Equities rebound in November, ending a three-month slide

    11/30/2023
    The S&P 500 recorded eight consecutive days of gains during the month, its longest stretch since 2021.
    Markets & Investing

    Never stop earning

    How your retirement savings can continue working for you.
    Retirement & Longevity

    Understanding long-term care

    Long-term care planning isn’t just about money; it’s about preserving your quality of life.
    Family & Lifestyle

    Understanding the difference between long-term care and long-term disability

    A person turning 65 today has a nearly 70%1 chance of needing some type of long-term care in their retirement years.
    Retirement & Longevity

    Bond market perspective

    11/27/2023
    Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
    Markets & Investing

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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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