Longevity Planning Resources

As we live longer lives, there’s an awful lot to consider about your retirement years – from choosing the right Medicare plan to the possibility of a healthcare episode to finding a ride to the grocery store. Raymond James has partnered with several services to help make these challenges easier for you and your loved ones. Click on the tabs below to learn more about the available services.

PinnacleCare

A concierge health service, PinnacleCare helps you manage a healthcare episode. PinnacleCare maintains relationships with top-ranked medical centers across the country and works with you to find the best treatment, schedule appointments, coordinate seeking a second opinion – even ensure an accurate diagnosis.

Broadspire

Broadspire helps you plan for the largest financial factors in retirement: housing and healthcare. Broadspire will assess, recommend and facilitate strategies for staying in your home as you age and other care needs associated with aging, from minor home modifications to finding the best memory care facility.

HealthPlanOne

HealthPlanOne helps you navigate the complexities of Medicare by comparing options and finding the most cost-effective plan for you, while assuring appropriate coverage for your preferred providers, doctors and medications.

EverSafe

EverSafe seeks to protect you from financial fraud by using a proprietary algorithm to monitor your accounts for unusual activity. Alerts are sent to you and those designated as trusted contacts.

Everplans

Everplans enables you to organize important information - from a will to a favorite family recipe - and end-of-life wishes, which can be shared with trusted family and friends. Everplans guides you through the step-by-step process, helping ensure your family has a full understanding of your life and wishes.

537 North Magnolia Ave. | Orlando, FL 32801 | Phone: 407.839.4998 | Toll-Free: 888.846.8172 | EFAX: 866.205.4631Map & Directions

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.

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