Delivering the Key Components of a Solid Plan

Blending the elements of your success begins by selecting the key services and products to help meet your current needs and plan for your future goals. Our customized client service structure offers six distinct levels of support, each with a comprehensive range of investment and wealth management tools, and supported with robust service:

Investment Services

  • Review investments and design a personalized portfolio for your specific needs
  • Full-time, continuous monitoring of your investments
  • Quarterly statements
  • Regular meetings to review and evaluate your investment performance
  • Independent advice
  • Recommendations regarding investments within your employer provided retirement plans such as 401(k)s

Tax Reduction Planning*

  • Comprehensive review of your tax return to highlight potential opportunities for maximizing tax-reduction strategies
  • Regular review of your tax situation to incorporate any new tax changes
  • Recommendations of tax solutions, including tax-advantaged investments

Retirement Income & Distribution Plans

  • Analysis of current and future needs
  • Review your IRA beneficiaries and how to create a family legacy with an inherited IRA trust, which can last 60 years or more
  • Recommendations for the optimal distribution strategy for your retirement needs

Family Wealth Planning

  • Analysis of your current estate plan and concerns
  • Consultation with your attorney
  • Providing guidance with the appropriate and necessary steps when faced with the death of a loved one

Client Services & Communications

  • Regular client communications to share the most current planning options
  • Regular reviews
  • Special events, including client educational and appreciation events

Corporate Qualified Plan Services

  • Analysis of the overall health of your company’s qualified health plan
  • Analyze fee structures to stay competitive with the market
  • Assistance with the management of your company’s fiduciary responsibility
  • Assess how new regulations may require changes to your plan

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*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.