Planning Your Life beyond just investments
It is rare to find a team quite like ours, meticulously assembled to offer the depth of knowledge, resources and commitment required to manage and preserve our clients’ wealth in a most prudent and responsible manner. Our experienced professionals are committed to building close relationships with our clients and their families because doing so enables us to open up the conversation to more than investments.
We’re here to help you make important decisions on all money-related matters – beyond investments, beyond today.
Personal Assets and Investments
Most recent statements or links to online records are preferred.
- Checking account(s) – typical balance
- Savings account(s)
- Investments
- Personal notes owed you by others
- Stock options and stock purchase plan agreements
- Other financial assets
Retirement Statements
- Company Pension Plan statements
- 401(k)/403(b) Plan statements
- SEPs/SIMPLE/Keogh statements
- IRA/Roth IRA statements
- Social Security earnings and benefit estimate statement – click here to access the Social Security website
- Summary plan description from employer-provided benefits
Insurance and Annuities
Most recent statements or links to online records are preferred.
- Life Insurance policies
- Disability policies
- Long Term Care policies
- Annuities
- Other policies
Tax Documents
- Most recent income tax return
- W-2 and recent pay stub
- Estimated yearly taxes
- Details of other regular income
- Irregular income
Legal/Estate Planning Documents
- Will
- Trusts
- Health Care Directive and Power of Attorney
- Financial Power of Attorney
Business Related Documents
- Partnership Agreement
- Corporation/LLC Documents
- Buy/Sell Agreements
- Qualified Plans Documents
Investable Years With High-Income Levels
03/25/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
How have markets and the economy performed in 2024?
03/22/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Fed holds rates steady at March FOMC meeting
03/20/2024
The central bank will look to cut interest rates three times by the end of 2024.
Markets & Investing
Succession planning at all stages
It turns out that no matter what stage of business you are at, it’s never too early to think about succession planning.
Business Ownership
How financial models have evolved to help meet client needs
In an ever-changing landscape, which technologies do advisors leverage to create client-focused financial plans?
Technology & Innovation
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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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