Habit Financial with Raymond James

Habit Financial with Raymond James Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Habit Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.

Wishing you a safe and cheerful St. Patrick's Day!
03/17/2026

Wishing you a safe and cheerful St. Patrick's Day!

Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your ...
03/05/2026

Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your heirs more flexibility – especially children in higher tax brackets. Learn what to consider before converting:

raymondjames.com

Get to know the new 530A account, launching in July 2026
02/27/2026

Get to know the new 530A account, launching in July 2026

vanguard.com

Have a Safe and Happy New Year!
12/31/2025

Have a Safe and Happy New Year!

Wishing you peace, joy and togetherness this holiday season.
12/24/2025

Wishing you peace, joy and togetherness this holiday season.

Here's to good food, great company and meaningful moments. Happy Thanksgiving!
11/26/2025

Here's to good food, great company and meaningful moments. Happy Thanksgiving!

With gratitude and respect, we thank our veterans today and always.
11/11/2025

With gratitude and respect, we thank our veterans today and always.

All of us at Habit Financial wish you a safe and spooky Halloween!
10/31/2025

All of us at Habit Financial wish you a safe and spooky Halloween!

The United States federal government shut down today after lawmakers were unable to agree on funding allocations ahead o...
10/01/2025

The United States federal government shut down today after lawmakers were unable to agree on funding allocations ahead of the September 30 deadline. Learn more:

raymondjames.com

Wishing everyone a safe and restful Labor Day. Our office and the market will be closed Monday, September 1.
08/29/2025

Wishing everyone a safe and restful Labor Day. Our office and the market will be closed Monday, September 1.

Helpful Information from the FTC on How To Recognize and Avoid Phishing Scams
08/21/2025

Helpful Information from the FTC on How To Recognize and Avoid Phishing Scams

ftc.gov

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Canadian, TX
79014

Telephone

+18063234210

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