Our mission is to empower you to live your life of most significance, through intentional planning. We hope the information shared on this page will help you grow impact in the areas of your life that matter most.
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Help your business thrive beyond your tenure. Learn estate-style succession planning—IDGTs, GRATs, SCINs—to secure legacy, reduce tax, and ensure continuity.
Discover the three essential pillars of a purposeful retirement—Health, Avocation & Community—and learn how to build lasting well‑being, meaningful engagement, and vibrant connections in your golden years.
Learn how to organize and secure your important documents for your heirs. This guide covers wills, powers of attorney, medical directives, and digital storage tips to ease end-of-life planning and protect family harmony.
Whether sudden or planned, the right steps can help you take charge of your newfound assets.
Discover how to reduce hiring risks by rethinking traditional interviews. Learn innovative strategies to assess candidates more effectively and support long-term success.
Discover essential financial planning tips for single parents, including budgeting strategies, emergency fund goals, health insurance insights, tax benefits, and saving for your children's future. Learn how to build a secure financial foundation for your family.
Maximize charitable deductions in 2025 before new tax law changes take effect in 2026. Learn strategic giving tips for itemizers and non-itemizers.
Are you considering opening or contributing to a Roth IRA? This type of retirement account offers several benefits that can help you maximize your savings and enjoy a comfortable retirement. Learn more about some of the key benefits and more.
Learn how to protect your personal assets from business liabilities with smart legal structures, insurance strategies, and financial separation. Discover key tips for business owners to reduce risk and safeguard wealth.
Discover how donor-advised funds (DAFs) offer a simple, flexible, and tax-efficient way to honor loved ones through charitable giving. Learn how DAFs can serve as living legacies, helping individuals turn grief into meaningful impact.
Prepare for tax season with Raymond James’ comprehensive year-end tax planning checklist. Discover key deadlines, strategic tips, and planning insights to help optimize deductions, investments, and charitable giving before year-end.
Discover why lifetime income annuities are gaining popularity among retirees. Learn how rising interest rates and market volatility have driven demand for guaranteed income solutions in retirement.