Services
Growing My Wealth:
No matter what you’re investing for, your Raymond James advisor will be your partner, collaborating with you to develop a wealth management plan based on your goals, timeline and risk tolerance. Building an investment portfolio can be a complex endeavor.
Your advisor will help you select the right types of accounts, choose an appropriate asset allocation, and identify specific investments to satisfy your target mix. In addition to monitoring market conditions and the progress of your investments your advisor will be there when life events call for adjustments, making sure you stay on track.
Preserving my Wealth:
You’ve worked hard to successfully grow your wealth and you want to preserve it – to feel secure about the future. Your Raymond James advisor has the expertise and resources to help you transition to a more conservative investment approach, one that helps you meet your income and liquidity needs while thoughtfully pursuing growth. An effective wealth management strategy also considers the role insurance and estate planning can play in mitigating risk. Together, you and your advisor will plan for all of life’s events – the expected and the unexpected.
Planning for Retirement:
Retirement today means something different than in previous generations. People are feeling younger and living longer. Some are choosing to remain in the workforce – either by continuing in their professions or enjoying encore careers. Many are planning for an active lifestyle, one that may include adventure travel. As we are living longer, we must consider the increasing costs of health care and long-term care, as well as the need for our money to last for not just a few years, but potentially decades. Your Raymond James advisor has the expertise and resources to help you plan for all of the things you want to do.
Providing for Family:
Just as no two investors are exactly alike, no two families are alike. What many families do have in common, though, is the need to plan for unique circumstances. Whether your family dynamic calls on you to assist a child with post-secondary education, care for an elderly parent or relative, or provide for a child with special needs, your Raymond James advisor can help you navigate the planning nuances and identify the appropriate solution – without sacrificing your own financial goals and future.
Managing my Estate:
It’s never too early to consider your legacy. The surest way to provide for the financial and emotional well-being of your heirs and beneficiaries is through comprehensive planning. Your Raymond James advisor can help you navigate the process of speaking with family members, preparing the proper documents and choosing the right vehicles to effectively manage your affairs.
Growing my Business:
Your work is more than just a job. You invested years in seeing your company through the business life cycle, taking responsibility for its mission and caring for its workforce. Whether you’re a corporate executive looking for guidance with retirement plans or managing stock options, or you’re a business