The Financial Wellness Program

The Financial Wellness Program is designed to offer our investment focused clients, a more personalized touch and ability to store/access their important documents at any time. The following is included in our service matrix.

Integrated Wealth Vault

  • Real-time information
  • Important document storage
  • Future goal tracking & planning
  • All information in one place

Annual Retirement Projection/Success Probability

  • Annually assessing if you are on track for retirement
  • Identifying opportunity to enhance retirement

Annual Estate/Beneficiary Review

  • Ensuring documents match objectives
  • Identifying opportunities to enhance transfer of wealth

Updates on Changes to Tax & Estate Laws

  • Informed on important changes
  • Impact is assessed & communicated
*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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