The start of something special

In 2022, Think Financial Planning aligned with Raymond James Financial Services, one of the world's largest and most-respected investment firms. Raymond James serves more than 2.7 million investment accounts worldwide.

Think Financial Planning and Raymond James will work together to provide you with innovative financial solutions and an outstanding service experience.

This relationship brings you:

  • Convenient & easy access to online accounts
  • A broad array of investment products & services
  • Easy-to-understand resources & tools to help you meet your money & save for the future

The transition to Raymond James.

We have already helped most of our customers complete the transition to Raymond James. If you haven't completed this transition, please contact us at or 507-281-8429.

Once your account has transferred to Raymond James, you can view your account online at Follow the registration instructions provided on the website to gain access.

For a video tour of the online system, click here.