Guidance for every stage of your life
You’re not afraid to be true to yourself, and neither are we. Backed by the resources of Raymond James, one of the leading independent financial services companies in the United States, we can take a different approach to financial planning that focuses on you as an individual.
How can you strive to preserve and manage your hard-earned wealth? How will your retirement unfold? Do you have enough to last? Through our experience and expertise, we can help you find the answers to these questions and a path toward your financial goals that’s right for you. Our comprehensive solutions cover all stages of life, from transitioning your business to living in retirement. Whatever the milestone may be, we’ll be there for you each step of the way.
Our credentialed team is well-suited to help you manage the complexities that wealth often brings. With our disciplined and coordinated approach, we work hard to address all the issues and complexities that accompany the accumulation of wealth. Personalized to you and your needs, our methodology is designed to bring cohesiveness to your financial life.
Our wealth management services include:- Wealth preservation and transfer strategies
- Risk management
- Liquidity management
- Charitable giving
- Management of concentrated asset positions
There’s more to financial planning than just a portfolio and a retirement strategy. You have many things to plan for from making wealth last throughout retirement to taking into consideration how your wealth can make a positive impact that spans generations. That’s why we look at financial planning through a wide lens and develop strategies designed to pursue your goals now and in the future.
Our comprehensive financial planning services include:- Net-worth analysis
- Cash flow planning
- Strategic asset allocation
- Retirement planning
- Traditional IRAs
- Roth IRAs
- Qualified retirement plans
- Company retirement plan rollovers
- Education planning
- Education savings accounts
- 529 college savings plans
- Custodial accounts
- Trust and estate planning
- Insurance and annuities
- Liquidity and cash flow strategies
- Tax planning and liability management
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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Whether your goal is to minimize estate taxes, help ensure you have the funds you need down the road, provide for a loved one or spell out exactly how you want your wishes to be carried out, we can help.
Among the many resources available to you is Raymond James Trust, N.A., a wholly owned subsidiary of Raymond James Financial. Our trust company currently manages more than $1.5 billion in assets for clients in most of the 50 states as well as in a number of foreign countries.
Under its federal charter, Raymond James Trust may act as trustee, custodian, agent to the trustee or personal representative/executor in a wide variety of trust and estate situations. In these roles, it offers estate settlement services to facilitate what is often a complex and technically demanding process.
Through the trust company, we offer a full array of trust structures, including charitable-giving tools that may also feature tax advantages. These include the Raymond James Charitable Endowment Fund, donor-advised funds, pooled income funds, charitable remainder trusts and charitable remainder annuity trusts.
- Build a protective cushion with life insurance.
- Preserve your estate with long-term care insurance.
- Combine protection with tax-advantaged growth opportunities with annuities.
Whether it’s providing income for a spouse, educating children or grandchildren or leaving money to your favorite charity, proper estate planning can help ensure that your assets accumulated over your lifetime are preserved for the use you have intended.
A well-designed estate plan can effectively help mitigate your family’s tax burden. We can offer financial strategies designed to efficiently manage the transfer of wealth from one generation to the next, and mitigate related tax issues. By coordinating our efforts with your tax and legal professionals and working closely with you and your family, we will strive to help you establish a financial tradition that can be passed on for generations.
Raymond James financial advisors do not provide tax advice. You should contact your tax advisor concerning your particular situation. Investing always involves risk and you may incur a profit or loss regardless of strategy selected.
