Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. We understand that there should be no compromise when it comes to your financial future.
Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life. We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios. We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
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 our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Or, consider gifting property to an organization of your choice and then using tax savings to fund a life insurance policy to benefit other beneficiaries. Create a de facto family foundation with no legal expenses or administrative and tax reporting requirements.
The account can be invested and grow tax-free. Consider naming a charity or donor advised fund as the beneficiary of your qualified retirement account assets. Other strategies you may consider include charitable gift annuities, pooled income funds, charitable remainder trusts and charitable lead trusts.
Your financial advisor can walk through the characteristics of each and, together with your tax and legal professionals, develop a strategy that fits your charitable intentions. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Raymond James Financial Planning Consultants. Directions More Info. Raymond James Financial Services, Inc. Explore Advisor Opportunities. View All Posts.
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