Client Access

High net worth

Affluent individuals and families
From navigating the day-to-day concerns of substantial wealth to preserving a legacy that can last generations, the financial needs – and possibilities – of successful families are unique. Our team offers the specialized experience and personal support to help you and your family move toward the future as you see it.

The comprehensive financial planning services we can offer you 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

333 Texas Street, Suite 175 | Shreveport, LA 71101 | T 318.677.5520 | T 866.297.6576 | F 318.677.5524 | Map and Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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