Helping women investors make the most of all life has to offer
Helping women investors make the most of all life has to offer
Say you’re a widow in your 50s. You’ve inherited assets from your late husband and you’re receiving the Social Security survivor benefit, but overall, your portfolio is not generating enough for you to live on. After spending most of your adult life raising a family, re-entering the workforce seems like a daunting, but possibly necessary, prospect.
WE CAN HELP.
We would begin with a thorough examination of your current portfolio, assessing the existing asset allocation strategy as well as the individual assets and securities themselves. Depending on our observations, we might recommend restructuring the portfolio to maintain the necessary income stream, being careful to avoid exposing you to any unnecessary risk.
This is a hypothetical example for illustration purposes only. Actual investor results will vary.
Successful businesswoman, entrepreneur, mentor, leader: Whether for your education, career or family, at some point you’ve had to plan to reach your goals. And you’ve likely faced unique financial challenges along the way. We’ve helped our clients confidently turn those challenges into possibilities for a brighter future with proactive planning and investing.
While retirement is frequently the focal point of financial plans, we’ll also consider the many milestones you’ll experience. Weddings, births, graduations, promotions, family vacations, buying a new home and leaving a legacy should all be included in your long-term plan, as should the other, less predictable “detours” on the path to long-term success too – divorce, becoming a widow and retirement to name a few.
We know that your life, your goals, your dreams are yours alone, and we’re proud to be by your side as you work toward them. We understand there’s not one single mold every woman investor fits into, and we also recognize the realities women investors exclusively face. By working together, you’ll have the comprehensive resources, longstanding support and thoughtful sounding board you need to plan for more – more control, more possibility and more of what matters to you.
Services Include
- Wealth & Investment Management
- Banking & Lending Solutions1
- Insurance & Annuities2
- Legacy Planning
- Wealth Transfer
- Risk 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.
