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Professionally Speaking
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Services
Full-service financial planning
We provide a full range of financial planning services. From college planning to estate planning, we can take care of all your planning needs.
Retirement plan services
What type of retirement plan would work best for your business? From evaluating the best plan for your business to implementing the plan, we offer turn-key retirement plan service.
Fee-based asset management
This option allows you to pay a fee-based upon a percentage of assets under management rather than commissions or loads.
In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.
Online trading
Raymond James’ clients have the ability to trade online, as well as access to real-time quotes.
Having choices is important in investment and financial planning. We believe our clients' plans should change as their lifestyles and needs do . . . and that may include what is in their portfolios. As a result, we offer our clients an extensive array of investment alternatives and services.
- Retirement planning - Charting a course for your retirement destination.
- Financial planning - Your financial future is important. Don’t trust it to just anyone.
- College planning - What will it take to deliver the dream?
- Estate planning - Peace of mind takes planning.
- Asset allocation - Asset allocation versus diversification - what’s the difference?
- Asset management - Discover the benefits of professional asset management.
- Mutual funds - Your purchasing power . . . multiplied.
- Stocks - How do stocks fit into my financial plan?
- Bonds - Are bonds right for you?
Erin Tomlinson
Financial Advisor
Retirement Plan Consultant
119 S. Main St
PO Box 393
River Falls, WI 54022
Phone: 715-425-6611
Fax: 715-425-6687
Contact Us
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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