Partnering With You to Plan for the Unexpected

Risk management strategies to protect those that matter most.

With the many joys in life also come unexpected events that can have a significant financial impact on you and your family. Protecting yourself as well as your loved ones, home and business against unforeseen events is an essential component of every financial plan. Our offerings include a wide range of risk management programs that can be designed to not only protect you and your family but also, in specific situations, generate valuable tax and wealth transfer benefits.

As part of our comprehensive financial planning process, we carefully review all insurance needs which include identifying any gaps or lack of coverage. We thoroughly evaluate any existing insurance coverage to determine if it is adequate for your situation. Below is a list of insurance offerings that we’ll assess and potentially recommend to become an integral part of your financial plan:

  • Automobile and Homeowners Insurance
  • Umbrella Insurance
  • Health Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Life Insurance
  • Annuities

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor the listed websites or their respective sponsors. Raymond James is not responsible for any website or the collection or use of information regarding any website’s users and/or members.

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Law & Associates, Inc. Law & Associates, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.

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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

6111 Tulane Avenue
Glen Echo, Maryland 20812-1205
(800) 835-6111 • (301) 229-8500
(301) 229-8504 (Fax)