Skip to content
New clients accepted by referral only
Integrated Wealth Solutions of Raymond JamesIntegrated Wealth Solutions of Raymond James
  • Home
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Private Wealth
    • About
  • About Us
    • About Us
    • Our People
      • Our People
      • David Hill
      • Michael A. Haas
      • Justin Bickerstaff
      • Susan Hangartner
      • Karen Fisher
      • Maribeth Class
      • Elise Hudson
      • Carolyn Hill
      • Ashlee Palmer
    • Home Office Partners
    • The Client Experience
    • Our Philosophy
    • Our Pricing
    • What Makes IWS Different
      • What Makes IWS Different
      • Why Work With a CFP
      • Client-Centric and Transparent
      • Comprehensive Approach
      • The Private Wealth Difference
      • About Raymond James
  • Our Services
    • Our Services
    • Financial Planning
    • Estate, Charitable Giving & Trust
    • Investment Banking
    • Investment Management
    • Longevity Planning
    • Risk Management
  • Giving Generously
  • Resources
    • Resources
    • Commentary and Insights
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
    • WorthWhile
    • Client Access Videos
  • IWS System
    • IWS System
    • About
    • Access
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Midtown Orlando -3EN
    537 North Magnolia Ave Orlando, FL 32801 T: 407.839.4998
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
  • Topic
    • Education
    • Goal Planning
    • Longevity Planning
    • Retirement Planning
  • Media
    • Article
    • Calculator
    • Checklist
    • Document
    • Infographic
    • Newsletter
    • Video
Staging in place: Future proofing in the present
If you plan to age in place, the best time to create a vibrant home you can grow old with is now. 
Retirement & Longevity
Maintaining income after retirement
How your retirement savings can continue working for you.
Retirement & Longevity
Read
Read
Preparing for your future with long-term care insurance

How to plan for long-term care needs health insurance doesn’t cover.

Retirement & Longevity
A well-orchestrated care team can offer coordinated support
Meet the eldercare specialists you didn't know you'd need.
Retirement & Longevity
Aging in Place Guide
10/26/2018
Retirement and Longevity
Longevity Planning Questionnaire
7/24/2018
Retirement and Longevity
Advocacy in Your Time of Need
7/24/2018
Retirement and Longevity
Longevity Planning Questionnaire
7/24/2018
Retirement and Longevity
Working With You To Simplify Medicare Decisions
7/24/2018
Retirement and Longevity
Advocacy in Your Time of Need
7/24/2018
Retirement and Longevity
Secure a plan for your family's future
7/10/2018
Retirement and Longevity

Helping Create a Sense of Financial Confidence

Integrated Wealth Solutions of Raymond JamesIntegrated Wealth Solutions of Raymond James
  • 537 North Magnolia Ave Orlando, FL 32801
  • T: 407.839.4998
  • Map & Directions
  • Map & 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 our 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.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use