Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

As retirement scholars, we recognize and implement tried and true methods of investing , but are constantly investigating new and better ways to maximize retirement income. We create trusted, long-term relationships with our clients and their families, and help them navigate the different stages of retirement by providing sound financial advice and expertise. Peterson Wealth Advisors is a registered investment adviser. This platform is solely for informational purposes. The content created by a third party or links to websites are for information and education only. The opinions expressed here are those from the firm and are subject to change without notice. Content posted by third parties is not attributable to the adviser or firm employees as the information regarding the Adviser within this post was not provided by the adviser. Testimonials or Third-party ratings that are shared will include the date, period of time, identity of the source, and if applicable, the compensation.

Frandsen Morrill Advisors specializes in retirement income planning. Our highly trained professionals help our clients maximize their retirement incomes to build solid, suitable and sustainable plans. In an industry dominated by solo practitioners, Frandsen Morrill Advisors stands out by providing plans that are a result of a collaborative team effort. For more information, please visit our website. www.retire-confident.com Or reach out to us by phone. 1-(801)-343-0500 Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: UT, WY, and TX. Cambridge and Frandsen Morrill Advisors are not affiliated.

At Blue Barn Wealth®, we manage your financial complexity so that you can live a more simple, intentional and meaningful life. For over 24 years, our firm has helped clients align their actions with their core desires. Wealth and assets have been safely stored in barns for thousands of years. For us, the barn is a symbol of lasting security that provides a refuge from the storm. It also reminds us of a time when life was simpler and intentionality was required. Blue Barn Wealth is built on research-based solutions and the principle of putting our clients’ needs first. Come experience the difference.

FirstPurpose Wealth helps business owners, executives, retirees and others clarify their purpose and create the financial means to fulfill it. Because achieving purpose-driven goals is more satisfying than chasing empty numbers, we first help clients clarify their purpose, so they know their ​why​. Then we create and execute an integrated financial plan including traditional and private investments, tax strategies, estate planning, and charitable giving. We work best with clients who collaboratively create and co-pilot a long-term financial plan. Working together, we build wealth, minimize taxes, optimize transactions, manage outlier years, plan for financial independence and implement successful retirement income strategies. FirstPurpose Wealth: Live your life on purpose.