Legacy Life’s ultimate leave-behind

Legacy planning protects what you’ve built and ensures your wishes are honored —caring for loved ones, supporting meaningful causes, and creating opportunities for future generations.

Cornerstone Retirement Advisors help you design a clear, intentional legacy through:

  • Estate & Wealth Transfer Strategies
  • Trust Planning: Living, Testamentary, Revocable, Irrevocable
  • Beneficiary & Asset Titling Reviews
  • Essential Legal Documents: POA, Healthcare Directives, Trusted Contacts
  • Asset Protection and Insurance Gifting & Leveraging Strategies
  • Charitable Giving Solutions: Donor‑Advised Funds, Charitable Trusts, Qualified Charitable Distributions
  • Education & Family Planning: College Funding, Scholarships
  • Tax‑Efficient Legacy & Inheritance Strategies
  • Family Coordination & Communication

Your legacy is more than transferring money or wealth. It reflects your story, your values, and the impact you want to leave behind. Cornerstone Retirement Advisors helps you preserve, protect, and pass on what matters most.

Life Balanced. Invested.

  • One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.
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  • Supporting a child’s education can be one of the most rewarding aspects of success and one of the most important elements in your financial plan. With rising inflation and the high cost of education, planning to contribute to another’s higher education may require an early start.
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  • Supporting the needs of corporate retirement plans
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  • Are outside forces shaping your legacy or are you in control?
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  • We provide the vast range of services and resources required to best serve the needs of our clients. They include:

    • Estate and Legacy Planning
    • Charitable Disposition
    • Business Succession Planning & Valuation
    • Premium Finance

Raymond James Financial Services, Inc. is affiliated with Raymond James Trust, N.A..

We see your goals as an extension of our own and work tirelessly to help you achieve them.
Susan Cruse; CLIENT SERVICES MANAGER, CRA; CLIENT OPERATIONS MANAGER, RJFS

Life balanced. Invested.

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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.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Cornerstone Retirement Advisors, Inc., is not a registered broker/dealer and is independent of Raymond James Financial Services.

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