YOUR NEEDS ARE WHAT DICTATE
OUR SERVICES
Your financial objectives may range from accumulating wealth to planning for retirement to making your money last as long as possible through retirement. In fact, over the course of your lifetime, you will undoubtedly pursue all of these goals. With the full range of financial services we offer through Raymond James, we can help you be prepared for all the significant events of your life.
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By allocating your assets to a diverse variety of sectors and investments, we attempt to increase the likelihood of generating a more consistent, positive return over the long term.
Asset allocation does not ensure a profit nor protect against loss.
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There is more to your life than simple transactions and returns. Similarly, there’s more to financial planning than just a portfolio and a retirement strategy, so we look at planning through a wide lens and develop strategies designed to pursue your short- and long-term goals.
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Because people are living longer today, the possibility of going 30 years without a paycheck takes careful retirement planning and disciplined investing. Once in retirement, preserving your wealth and maintaining your lifestyle are likely among your highest priorities. We can help you prepare for this most significant milestone in life.
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We take a tax-sensitive approach to financial planning and work with you and your other professional advisors – accountants, tax attorneys – to help minimize the impact of taxes.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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Our team is highly experienced in handling all the intricacies of multigenerational wealth planning – preserving, managing, monitoring and creating a legacy for your family’s wealth. From retirement planning to college planning to transferring wealth to your loved ones, we can manage all the details on your behalf, freeing you to focus on enjoying your successful life.