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.
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
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
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
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
Certain tax and financial planning moves can help prepare you for tax season and better align your portfolio with your short- and long-term goals.Learn More
Alzheimer's disease is the sixth leading cause of death in the U.S., meaning planning for incapacity can be just as important as end-of-life planning.Read Article
Legacy planning is a chance to engage your spouse and heirs with deep, meaningful conversations about health, wealth and the future.Read Article
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