Financial & retirement planning

Bring more to your client relationships with the impressive array of services available through the Raymond James Financial Planning Group. This team of consultants provides guidance on a multitude of issues including financial, estate and retirement planning.

You can rely on the Financial Planning Group to provide:

  • Continuing education and seminars across the United States
  • Technical interpretation or research of regulatory topics
  • Marketing materials such as brochures and pre-packaged seminar kits covering various retirement plan topics
  • Financial planning software you can use to illustrate asset allocation, needs analysis, cash flow schedules and various calculators
  • Consultation on third-party planning tools

The Financial Planning Group also provides support to advisors through the Raymond James advisory process, your resource for information and tools to help you be the best possible advisor to your clients. Emphasizing the importance of using a process in your practice, the Financial Planning Group will offer you featured processes from your peers, links to useful checklists and forms to support your current methodology, and an off-the-shelf advisory process model you can put to use if you don’t currently have a defined process.