Thoughtfully managing a windfall
A financial windfall can be a life-changing event. For instance, as oil markets have matured over the years and technology has advanced, many of our clients have experienced newfound wealth due to fracking on their land. And while the value of the land on which they have lived for many years – perhaps passed down from generation to generation – has grown slowly and manageably, its new value has increased exponentially, seemingly overnight.
Receiving a substantial sum of money or sudden income stream presents opportunities, but also challenges. This contradiction extends to the emotions you may feel after a windfall. That’s why it’s important not to rush into anything. As your experienced guide, we give you the time needed to acclimate to your new situation and face crucial decisions with clarity of mind.
Our team provides a thoughtful approach to this transition, along with experience, deep resources and long-term planning tools. As you go about creating a life you have envisioned, we can help you reflect on the possibilities for your future. We then craft strategies that are designed to go far beyond the basics to help make your vision a reality.
If needed, we can also assist in coordinating a team of professional advisors who put your interests first. The result is a comprehensive financial plan that helps give you the confidence that your goals are within reach.
- Wealth & Investment Management
- Banking & Lending Solutions
- Insurance & Annuities
- Estate Planning
- Charitable Giving
- Risk Management
- Business Sales and Valuations
- Cash Management
Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.
Banking and lending solutions provided by Raymond James Bank, N.A.
Preserving Family Wealth
Benefits of Spending Less
Estate Tax Planning
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 our office for information and availability.
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