WHO WE ARE and why it matters

Our bios go into all the details, but right off the bat there are two things you should know about us. We love the people and families we work with. We love the freedom of being an independent practice and being able to offer customized, objective advice, without the conflicts of interest of the big broker/dealers. We love what we do, and who we do it for. To be able to bring value and make a difference in good peoples’ lives is an added bonus – truly a passion and a privilege.

related resources

Revive Your Retirement Savings

Revive Your Retirement Savings

08/05/2020
11 ways to step closer to the future you envision.
Retirement & Longevity
Is It Time for a Change of Plan?

Is It Time for a Change of Plan?

08/04/2020
Medicare open enrollment provides the opportunity to pair coverage with life’s changes.
Retirement & Longevity
The Twists and Turns of Social Security

The Twists and Turns of Social Security

07/23/2020
This all-important retirement income source is tricky, especially around times of transition.
Retirement & Longevity
Retiree in Training

Retiree in Training

07/15/2020
Practice makes perfect when it comes to retirement.
Retirement & Longevity
Took Your 2020 RMD? IRS Offering Relief via Rollover Option

Took Your 2020 RMD? IRS Offering Relief via Rollover Option

06/29/2020
Taxpayers who took RMDs as early as January 1 now have the option to roll the funds back into a retirement account by the end of August.
Retirement & Longevity
5 Considerations for Your Social Security Strategy

5 Considerations for Your Social Security Strategy

06/03/2020
As you prepare to start claiming benefits, be sure to ask yourself these questions.
Retirement & Longevity
A Circle of Care

A Circle of Care

04/29/2020
Meet the eldercare specialists you didn't know you'd need.
Retirement & Longevity
Social Security Myths and Misconceptions

Social Security Myths and Misconceptions

04/20/2020
Learn how to get the most from your hard-earned benefits.
Retirement & Longevity
CARES Act: Retirement Plans, Distributions and Contributions

CARES Act: Retirement Plans, Distributions and Contributions

03/31/2020
Review provisions that include penalty-free distributions, loan limit changes and a waiver of 2020 RMDs.
Retirement & Longevity
When Markets Are Down, What Should You Do About RMDs?

When Markets Are Down, What Should You Do About RMDs?

03/25/2020
Keep these strategies and considerations in mind.
Retirement & Longevity
Correcting Your Retirement Course

Correcting Your Retirement Course

03/25/2020
You’ve got options if your best-laid income plans veer off track.
Retirement & Longevity
Are You and Your Partner on the Same Retirement Page?

Are You and Your Partner on the Same Retirement Page?

01/23/2020
Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity // Niches
Always here for you

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. Pier Avenue Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2020 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use