Thoughtfully managing a windfall

If you just came into money that you didn’t expect – or more money than you ever expected – you likely don’t know what to do with it. We have clients that have found themselves in a similar position, here is a list of services that were helpful to them when they experienced the same thing.

• Personalized Wealth & Investment Management
  • Your life is busy and complicated. Let us simplify it by helping you plan for your financial future. You can be as hands on or hands off as you want to be.
• Cash Management, Banking & Lending Solutions¹
  • We can help with checking accounts, savings accounts and similar vehicles, or debt solutions to maximize your current assets. Often with better service and at a competitive rate to bigger banks.
• Risk Management, Insurance & Annuities²
  • We can help protect your loved ones and your assets, and not just from those things that are covered by insurance. Find out how we can help.
• Estate, Legacy, & Charitable Planning
  • Let your money have a bigger impact than you can accomplish in one lifetime. We help our clients transfer both their principles and their assets to others in ways that are meaningful to them.
• Business Exit Planning
  • If you are reading this option on this page, you likely didn’t expect to be in the position you’re in now. We work with business owners all the time and can help guide you through the process of what it looks like to either manage your business or to exit it.

1 Bank and Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.

2 Insurance 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 or legal advice. You should discuss any tax or legal matters with the appropriate professional.