Providing for Family

Just as no two investors are exactly alike, no two families are alike. What many families do have in common, though, is the need to plan for unique circumstances. Whether your family dynamic calls on you to assist a child with a college education, care for an elderly parent or relative, or provide for a child with special needs, your Raymond James advisor can help you navigate the planning nuances and identify the appropriate solution – without sacrificing your own financial goals and future.


Estate Planning

A thoughtfully designed estate plan can help assure your wishes are carried out – exactly as you wish. Your Raymond James advisor has the expertise and resources to help you choose the right estate-planning vehicles to see that your family and beneficiaries are cared for in the manner you think best.

Learn More

Education Planning

Though it is best to start the college planning process when your child or grandchild is young, it is never too late. With many vehicles available – 529 savings plans, UGMA/UTMA accounts, Coverdell accounts and more – your Raymond James advisor can help you consider the best way to save for the college education that will give the next generation the start it needs in life.

Learn More

Caring for an Aging Parent

As your parents age, it can be difficult to anticipate the expense of health and long-term care. Your Raymond James advisor can help you consider the rising costs of senior care, from basic aging to debilitating illness, and ways to provide for your loved ones without sacrificing your own goals.

Learn More

Planning for a Child with Special Needs

As a parent, you want to make sure your child with special needs is taken care of – no matter what. Your Raymond James advisor can help you develop a plan to provide the specialized care your child needs and deserves.

Learn More

 

Commentary & Insights

Economy  |  July 10, 2018
Have markets feasted on rule rollbacks? [VIDEO]

Washington Policy Analyst Ed Mills explores the motivations behind equity markets' surge over the last two years.

Watch Video
Lifestyle  |  July 17, 2018
Post-disaster relief resources

In the wake of a natural disaster, online resources are available to help you seek federal assistance and answer your questions along the way.

Read Article
Investment Strategy  |  July 2, 2018
July 2018 Investment Strategy Quarterly

Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.

Learn More

Find an Advisor

Connect with a Raymond James advisor or office near you.