A financial plan as distinct as your goals
What is financial planning? In short, it’s the use of investing, financial services and insurance to support your life and pursue your goals. Rather than doing each independently, we align these multiple disciplines under a single financial plan tailored specifically to your needs and circumstances.
Investing
A well-reasoned investment strategy is a cornerstone of a personalized financial plan. Rigorously constructed and diversified, strategies may seek wealth accumulation, income generation, lowered market volatility, tax efficiency, or a combination of goals. A vast universe of curated strategies, informed by research and due diligence help us create portfolios to serve our clients’ goals.
Wealth preservation
We believe stewardship is essential to creating durable, intergenerational wealth. We support clients in their family wealth endeavors with sophisticated financial services, including trusts, risk management, education savings and business exit planning. We also help generations connect, guiding family conversations on wealth and values.
Legacy building
One of the most common goals we hear from our clients’ is their desire for their children to have more benefits than they had growing up. We help families plan their wealth for generations, using tax-efficient wealth transfer and gifting strategies, and create a plan for their estate. Further, many of our clients commit to philanthropy, and we help them select methods of giving that support their charitable aims.
There is no assurance any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not guarantee a profit nor protect against loss.
Raymond James does not provide tax or legal advice. Please discuss these matters with the appropriate professional.
