Whether protecting your income, planning for college expenses, building your dream vacation home, creating a plan for your retirement, seeking a smooth ownership transition for your business, and/or seeking to assure your legacy-- you need to have a plan. We'll team up with your other professional advisors to help create and then update and maintain a plan. We feel this step to be so important that we do not charge our clients an additional fee for this important service.
Copyright © 2025 My Advisor & Planner LLC - All Rights Reserved.
107 S. 2nd Street, Geneva, IL 60134 | (630) 457-4068
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. https://www.raymondjames.com/legal-disclosures
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. My Advisor & Planner, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.
