<sub id="bzzpd"><dfn id="bzzpd"></dfn></sub>
<sub id="bzzpd"><var id="bzzpd"><output id="bzzpd"></output></var></sub>

              Preserving My Wealth

              You’ve worked hard to successfully grow your wealth and you want to preserve it – to feel secure about the future. Your Raymond James advisor has the expertise and resources to help you transition to a more conservative investment approach, one that helps you meet your income and liquidity needs while thoughtfully pursuing growth. An effective wealth management strategy also considers the role insurance and estate planning can play in mitigating risk, and plans for any scenario that might cause you to worry. Together, you and your advisor will plan for all of life’s events – the expected and the unexpected.


              Your Portfolio

              Guided by the firm’s commitment to conservatism, Raymond James advisors understand the importance of avoiding unnecessary risk with your investment portfolio. Your advisor has access to quality resources should it be appropriate to take a more risk-averse approach, one focused on providing income as well as growing wealth.

              Learn More

              Insurance

              Risk management extends beyond your investment strategy. Your Raymond James advisor will help you consider other ways to plan for your financial future, including a wide array of insurance solutions that offer an additional layer of protection for you, your family or your business. From life insurance to long-term care, we help make sure you are prepared for life’s unknowns.

              Learn More

              Estate Planning

              After taking such great care to build your estate, you want it to be as focused and efficient as possible. Through the skillful use of wills, trusts and other legacy planning tools, your Raymond James advisor will help make sure your wealth is passed onto your heirs in precisely the manner you desire.

              Learn More

              Testing for ‘What ifs’

              As you transition from regular paychecks to relying on your accumulated wealth, any number of “what-if” scenarios have the potential to keep you up at night. There’s the specter of underperforming markets, higher-than-expected inflation, lower-than-expected interest rates, the outlook for Social Security, the increasing cost of healthcare – even the possibility you could outlive your resources. Your Raymond James advisor has access to tools that take into account a number of potentially adverse factors to “stress test” for different scenarios, so you can have a plan to address them with confidence.


              Account Protection

              At Raymond James, we take the security of your accounts and information seriously. We go above and beyond industry standards in combining state-of-the-art cyber security technology, rigorous internal practices and protocols, and reliable resources, account protection and security.

              Learn More

              Raymond James & Associates is a member of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). An explanatory brochure is available upon request or at sipc.org or by calling (202) 371-8300. Raymond James has purchased excess-SIPC coverage through various syndicates of Lloyd's, a London-based firm. Excess SIPC is fully protected by the Lloyd's trust funds and Lloyd's Central Fund. The additional protection currently provided has an aggregate firm limit of $750 million, including a sub-limit of $1.9 million per customer for cash above basic SIPC for the wrongful abstraction of customer funds. Account protection applies when a SIPC-member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against market fluctuations.

               

              Commentary & Insights

              Economy & Policy  |  October 31, 2019

              Markets already tense over potential policy swings in 2020

              The markets appear more attentive than usual at this point in the primary race, says Washington Policy Analyst Ed Mills; investors “don’t want to be caught off guard” the way many were in 2016.

              Listen about Markets already tense over potential policy swings in 2020
              Tax Planning

              Trim your future tax bill by thinking ahead

              Don’t procrastinate when it comes to prepping for tax season.

              Read Article about Trim your future tax bill by thinking ahead
              Markets & Investing

              Volatility resources

              When markets react, maintain a long-term perspective.

              Learn More about Volatility resources

              Find an Advisor

              Connect with a Raymond James advisor or office near you.

              This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

              国产av国片