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.

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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.

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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.

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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.

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Commentary & Insights

Fixed Income  |  September 18, 2018
Sticking to the familiar might leave you stuck [VIDEO]

When it comes to your portfolio, deferring to the most common strategies isn’t always the best move – especially given current bond market conditions.

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Estate  |  September 12, 2018
Wealth planning solutions for today's modern households

As family dynamics change, the need to protect wealth and build legacies is more important than ever.

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Economy  |  September 11, 2018
Bubbles and bailouts: Revisiting the recession [VIDEO]

Chief Economist Scott Brown identifies key components of the 2008 financial collapse and examines the current health of the economy.

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