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        2. 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

          Estate  |  July 9, 2019

          For better or worse, discuss your estate as a couple

          Are you making the transition into married life? Consider these five estate planning to-do’s as you start your life together.

          Read Article about For better or worse, discuss your estate as a couple
          Technology  |  July 9, 2019

          Sidestep crafty fraudsters by recognizing their traps

          Those spoofed emails and lottery scams may be obvious to you, but they can pose a serious threat to your more vulnerable loved ones.

          Listen about Sidestep crafty fraudsters by recognizing their traps
          Investment Strategy  |  July 8, 2019

          Why CIO Larry Adam sees rates staying lower for longer

          Potential rate cuts by the Fed, negative yields abroad and inflation expectations all suggest interest rates will stay low, says CIO Larry Adam.

          Watch Video about Why CIO Larry Adam sees rates staying lower for longer

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