Play hard. Plan even harder.
The team at Takahashi Retirement Group of Raymond James has the capabilities to guide you through it all
You’re an athlete, so we imagine we don’t need to tell you about the impact a great coach can make when it comes to performance. But we believe the exact same principle applies when choosing a financial advisor. In other words, a trusted person in your corner who understands your career and has the capabilities to help you navigate the big financial decisions.
We also expect you’re likely to have questions about your wealth and your future. Whether your goal is to buy property, support your family, explore new business opportunities or manage income from endorsements and appearances – the team at Takahashi Retirement Group of Raymond James has the capabilities to guide you through it all.
We bring deep expertise and a real understanding of your profession to the table. You stay focused on your game, and we’ll help make sure your financial game is just as strong.
We see our role as your personal advisor across all things financial, and we’re fully committed to collaborating with other trusted professionals in your life – be that your agent, business manager, attorneys and accountants – to make sure everything’s aligned and working in your favor.
Strategic services
- Estate, charitable giving and trust1
- Lending services2
- Financial planning
- Fixed income services
- Investment management
- Longevity planning
- Portfolio management
- Retirement planning
- Risk management
1 Services provided by Raymond James Trust, N.A. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc., are affiliated with Raymond James Trust.
2 Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James financial advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are not FDIC-insured banking entities. FDIC insurance only covers the failure of FDIC-insured depository institutions and does not cover Raymond James & Associates, Inc. or Raymond James Financial Services, Inc. Certain conditions must be satisfied for pass-through FDIC deposit insurance coverage to apply.