Services
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.
Financial Planning Services We Offer:
- Conduct initial and ongoing fact-gathering meetings.
- Prioritize existing goals and issues.
- Develop, implement and manage a comprehensive plan of action.
- Create preretirement savings plans and postretirement income plans.
- Develop education funding plans for children and grandchildren.
- Review employer 401(k) alternatives and provide assistance with current and future allocations.
- Establish and maintain employer retirement plans and provide participant education.
- Provide guidance on employer stock option strategies.
- Review existing insurance and annuities for suitability and efficiency.
- Provide life insurance, annuities and long-term healthcare insurance.
- Review external investments for appropriateness, risk and cost.
- Conduct continuing education meetings and seminars.
- Assist with the determination of net worth and estate valuations.
- Provide recommendations for CPAs and attorneys.
- Provide access to industry-leading investment research and analysis.
Account Services We Offer:
- Online account and statement access.
- Automated electronic investments and distributions.
- Process incoming monthly direct deposit pension and social security payments.
- Provide notice of mandatory minimum distributions.
- Provide checking and savings accounts and debit cards
- Provide support on bond calls, principal and interest payments.
- Provide support on unit trust and CD rollovers.
- Asset Allocation - Asset allocation versus diversification - what's the difference?
- Estate Planning - Trust services for the preservation of assets and the fulfillment of wishes.
- Financial Planning - Your financial future is important. Don't trust it to just anyone.
- Mutual Funds - Your purchasing power at work.
- Retirement Planning - In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
- Stocks - How do stocks fit into my financial plan?
- College Planning - What will it take to deliver the dream?
- Bonds - Are bonds right for you?
- 401(k) - What to expect from your 401(k) advisor.
- Insurance and Annuities - Preparing for the unexpected may start with quality insurance alternatives.
- Stock Options - Strengthen your portfolio without stretching your finances.
- Freedom Account - Managed accounts with the flexibility to meet your investment goals.
- Tax Planning - Prepare for taxes all year round with this handy reference guide.
Lynne Wright
Wealth Management Specialist
First Vice President, Investments
350 S. Main
Suite 100
Ann Arbor, MI 48104
Phone: 734-930-0555
Fax: 866-522-9575
Toll-Free: 800-338-7846
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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