Thoughtfully managing a windfall
Receiving a substantial sum of money presents opportunities, but also challenges. This contradiction extends to the emotions you may feel after a windfall, whether through inheritance, the sale of a business, lottery, divorce or a legal settlement. That’s why it’s important not to rush into anything. As your experienced guide, we give you the time needed to acclimate to your new situation and face crucial decisions with clarity of mind.
Our team provides a thoughtful approach to this transition, along with experience, deep resources and long-term planning tools. As you go about creating a life you have envisioned, we can help you reflect on the possibilities for your future. We then craft strategies that are designed to go far beyond the basics to help make your vision a reality.
If needed, we can also assist in coordinating a team of professional advisors who put your interests first. The result is a comprehensive financial plan that helps give you the confidence that your goals are within reach.
Services Include
- Wealth & Investment Management
- Banking & Lending Solutions1
- Insurance & Annuities2
- Estate Planning
- Charitable Giving
- Risk Management
- Business Sales and Valuations
- Cash Management
1Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc. Raymond James & Associates, Inc., Raymond 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 & Associates, Inc., and Raymond James Financial Services, Inc. are 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.
Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.
