Skip to content
envelope

DH Consulting Group of Raymond James

DH ConsultingDH Consulting
  • Home
  • Our Team
    • Our Team
    • Advisor Team
      • Advisor Team
      • Lisa A. Detanna
      • Gary Handler
      • William H. Atha II
      • Erik J. Willanger
    • Wealth Managers
      • Wealth Managers
      • Wesley Scott
      • Joe Horner
      • Terri L. Steffner
      • Luke Petrarca
      • Kamo Jurn
    • Investment Committee
    • Support Team
      • Support Team
      • Cathleen Handler
      • Luke Polus
      • Jeff Soltman
    • About Raymond James
    • Accolades
  • Our Difference
  • Institutions
    • Institutions
    • Our Process
    • Corporate Retirement Plans
    • Institutional Consulting
    • Foundations, Endowments & Non-profits
    • Investment Banking
  • Private Wealth
  • Resources
    • Resources
    • Raymond James Resources
    • DH Consulting Resources
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • DH Consulting of Raymond James
    9595 Wilshire Blvd Ste 801 Beverly Hills, CA 90212-2508 T: 310.285.4500 TF: 855.608.7543 F: 310.285.4545
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Retirement & Longevity
  • Media
    • Article
    • Newsletter
Never stop earning
How your retirement savings can continue working for you.
Retirement & Longevity
Understanding long-term care
Long-term care planning isn’t just about money; it’s about preserving your quality of life.
Family & Lifestyle
Read
Read
Understanding the difference between long-term care and long-term disability
A person turning 65 today has a nearly 70%1 chance of needing some type of long-term care in their retirement years.
Retirement & Longevity
How AR is impacting business
The technology is fast rising in popularity and the possibilities are almost limitless.
Technology & Innovation
Should you franchise your business?
Learn what makes a good franchisor and how to get started.
Business Ownership
Read
Does your business qualify for this notable tax deduction?
Pass-through entities now have a more level planning field with businesses that benefitted from the 2017 corporate tax reduction.
Tax Planning
Read
Annuities for investing and risk management
Annuities are multifaceted, sophisticated tools that can serve goals beyond income generation, the role for which they are best known.
Retirement & Longevity
Read
5 considerations for your Social Security strategy
Optimizing your Social Security benefits is an important step in preparing for retirement.
Retirement & Longevity

A Bespoke Experience aligned with our clients’ missions

envelope

DH Consulting Group of Raymond James

DH ConsultingDH Consulting
  • 9595 Wilshire Blvd Ste 801 Beverly Hills, CA 90212-2508
  • T: 310.285.4500
  • TF: 855.608.7543
  • F: 310.285.4545
  • 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