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Long Road

Where Will You Live

Bridging the gap between uncertainty and informed decision-making for families like yours.

Where Will You Live?

Whether your move is desire based or medically necessary there are options worth considering well ahead of time so you can stay in the drivers seat of your own life.

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Personal Information Organizer

Do you know where all your important personal, legal and financial information is? Having this

information all in one place makes it easy to locate during an emergency or for estate planning.

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Set Your Digital Executor Up For Success!

Before you appoint someone to manage your digital life after you're gone, it’s a good idea to

get your digital house in order.

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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 Gentian Financial Inc. Gentian Financial, 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 our office for information and availability.

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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.
 

​Barron’s Top 1,200 Financial Advisors 2025, is based on the period from 09/30/2023 – 09/30/2024 and was released on 03/10/2025. 7,669 nominations were received and 1,200 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3QJuMge2024 Forbes                                                                                                             

Best-In-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2023 to 6/30/2024 and was released on 4/3/2024. 44,990 nominations were received and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/43DMgjX. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info 2025 Forbes America's Best-in-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2023 to 3/31/2024 and was released on 1/9/2025. Approximately 11,674 team nominations were received and 5,331 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4a7VisT. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

© 2025 Raymond James Financial Services, Inc., | 12740 N. River Rd. Mequon, WI 53092 |  member FINRA/SIPC | Legal Disclosures | Privacy Policy | Terms of Use

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