Financial STRATEGY
In conjunction with managing your portfolio, we provide the expertise to develop customized financial strategies relevant to your life events.
Tax & Legacy Planning
Death and taxes are a fact of life. We focus on the long-term multi generational sustainability of our clients’ wealth to help them realize the full value of their efforts. We identify legitimate tax and legacy strategies, including charitable giving, to help minimize expenses and taxes during their lifetime and beyond.
Life Event Planning
Lives are constantly evolving, and we need to adapt by making fact-based, logical decisions. Health, education, career, family, shelter, business, retirement, hobbies, pets and community are examples of the many facets of life to be considered. We help our clients realize the financial implications of their life events, and empower them to make smarter decisions.
Protection Planning
Occurrences such as births, deaths, illness, disability and major relationship events can be stressful and life-changing. We help our clients evaluate their options and priorities so they can mitigate or insure the associated financial risk. Protecting assets provides peace of mind and enables our clients to lead dignified and productive lives.
Raymond James (USA) Ltd. All rights reserved. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. This website may provide links to other Internet sites for the convenience of users. RJLU is not responsible for the availability or content of these external sites, nor does RJLU endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy that RJLU adheres to. Investing in foreign securities involves risks, such as currency fluctuation, political risk, economic changes, and market risks.
