Helping independent women with financial independence
More and more women are taking greater control of their financial futures – and we are proud to play an important role in guiding and advising them.
Fully half of all American workers are women, and in more than a third of households, women are the primary breadwinners. Women are likely to make further gains in the future, as nearly 60% of young adults who hold advanced degrees are women.
We understand there are challenges unique to women that require custom, thoughtful solutions. We take those factors and your story into consideration to help develop the best plan for you.
For women going through a life change, it can be both financially and emotionally challenging. We are here to help you address and resolve these and all issues and concerns you may have, and to sit down with you to create a clear financial plan for moving forward with your life as an independent woman.
-
Divorce
Whether you are newly divorced or presently going through a divorce, we can guide you through the financial details of dividing assets and managing taxes – giving you an opportunity to move forward with your life. During your marriage, you have accumulated assets as well as liabilities. We’ll be with you even after your divorce is finalized to provide financial education and ongoing wealth management, distribution and transfer of your accounts post-divorce.
-
Death of a spouse
In addition to the emotional turmoil, losing a spouse has major financial implications regarding issues such as life insurance proceeds, Social Security and the retitling of financial accounts. You may be managing your financial affairs on your own for the first time and concerned about having sufficient income to maintain your lifestyle. We are here to help you address these issues.
There is no assurance that any investment strategy will be successful. Investing involves risk including the possible loss of capital.
-
Moving to a new job
When a new job opportunity arises, there’s more to think about than salary. For a smoother transition, it helps to consider the overall package and whether it’s the correct decision for you, your family and your career. We can help. We work closely with professionals to help them maximize their benefits and calculate how an opportunity will affect their financial plan.
Our team will put our extensive knowledge to work for you, running hypothetical scenarios and calculating your future earnings potential. All aspects are considered, including salary, bonus structure, equity, options and benefits. We will work up sound strategies to help give you the confidence a complex transition demands.
-
Services Include
- Wealth & Investment Management
- Banking & Lending Solutions1
- Insurance & Annuities2
- Legacy Planning
- Wealth Transfer
- Risk Management
- Long Term Care
- Will, Medical Directives, Trust
- Retirement Planning
- Charitable Giving
- Executive Benefit Planning
1Lending solutions offered by Raymond James Bank, an affiliate of 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.
2Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.
