SUPPORTIVE FINANCIAL PLANNING after the loss of a spouse
The passing of your spouse may be the most profound and emotionally tumultuous event you’ve ever experienced. The first thing to understand is: You’re not alone.
We’re committed to helping you navigate the challenges and overwhelming feelings with a carefully curated, step-by-step process that moves at your pace. By working closely with other professional advisors in your life – attorneys, accountants and more – we’ll help you establish a financial plan that can help meet your needs and help you feel a sense of confidence during a difficult time.
Services include:
- Wealth & Investment Management
- Retirement Plans
- Cash Management
- Banking & Lending Solutions1
- Insurance & Annuities2
- Estate Planning
- Risk Management
1Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial ServicesRaymond James Financial Services, Inc., and your Raymond James financial advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.
2Insurance and annuities offered through Raymond James Insurance Group. Raymond James Financial Services, Inc. is affiliated with Raymond James Insurance Group.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.