Client Checklist

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Services Offered

Asset Management - Raymond James offers full-service asset management for clients who prefer to utilize the skills and expertise of professional money managers.

Equity Research - The Raymond James equity research team has gained national attention for stock-picking ability and analyst performance, with recognition in leading publications such as The Wall Street Journal and Institutional Investor magazine.*

Education Planning - With all the demands and decisions that new parents face, one important aspect is often unintentionally overlooked in those early stages – college. With tuition rates rising, however, it should be at the top of every parent's planning list ... no matter what the child's age.

Retirement Planning - Whether it's fast approaching or years away, you've likely thought about how you'd like to spend your retirement. But have you thought about how you're going to get there?

Financial Planning - We embrace the importance of counseling individual clients, understanding their needs and concerns, and building customized financial plans, encouraging our clients to focus on long-term investing and develop diversified portfolios.

Fixed Income - We believe that bonds can play an important role in a well-diversified portfolio, helping minimize its overall volatility.

Estate Planning - Whether it's providing income for a spouse, educating children or grandchildren, or leaving money to a favorite charity, we all want to know that the proceeds from our estates will be used to fulfill our wishes.

Trust Services - Building an estate is one thing. Preserving it so that it can meet your needs and then be passed on to your heirs is quite another.

Tax Planning - Paying only the taxes you truly owe makes perfect sense. Yet many investors essentially miss the opportunity to reduce their tax burdens by not planning ahead.

Alternative Investments - For most, a mix of traditional investments – such as stocks and bonds – is a suitable approach. However, more affluent investors should also consider additional strategies to further broaden their portfolios.**

Concentrated Equity Positions - Raymond James has a broad array of solutions for individuals who own large concentrations in single stocks and we can work to tailor a specific strategy designed around the client's unique circumstances.