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LIFE LIVED WELL – Wealth Management System

Our proprietary system is designed to help you make the most out of life and retirement. It includes all of the following components:

 

Life Centered Planning

Life Centered Planning is about identifying what it means for you to live a full life. Once you are in touch with these values, it will be easier to act and stick with your plan. Learn more.

Investment Management

We help you pursue your goals by constructing, managing, and reviewing a broadly diversified portfolio that is fully customized to suit your needs. Learn more.

Retirement Planning

We understand that you may be worried about your financial future. That is why we work diligently to serve as a steward of your wealth – now and in the future. Learn more.

Risk Management

Rsk management is our way of helping to protect all that you have worked hard to build. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects. Learn more.

Longevity Planning

Many of today’s retirees can expect to spend 30 years or more enjoying the fruits of their labor. That’s why it’s increasingly important not simply to plan for retirement but to plan for longevity in retirement. Learn more.

Estate Planning

One of life’s greatest rewards is sharing your wealth with others. Having an estate plan to control the distribution of your assets will benefit everyone. Learn more.

Education Planning

With rising inflation and the high cost of education, planning to contribute to a child’s higher education may require an early start. Learn more.

Charitable Giving

Our goal is to help ensure tax-efficient giving so that your charity of choice receives the most benefit from your gift. Learn more.

Other Services

Second Opinion Services

Gain a Second Opinion About Important Financial Decisions

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Consulting Services

Trust Services to Secure Your Legacy

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Cash & Lending Solutions

A Robust Array of Solutions Tailored to You

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How It Works

Schedule A Complimentary Consultation

We want to learn more about your financial goals and dream

Create A Customized Plan

We will help you create a customized plan that will help you pursue your goals

Maximize Your Return On Life

We ensure your money is aligned with your goals and values

Prepare For
Your Best
Future

Start With a Complimentary Consultation

We would love to learn more about your goals

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.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Centennial State Wealth Advisors. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Centennial State Wealth Advisors is separately owned and operated and not independently registered as a broker-dealer or investment adviser.