Helpful Information For current and prospective clients
Our current clients will find useful information such as an interactive tutorial to help you access your account online, and a tax center to help you with planning and related issues regarding taxes.
Prospective clients will find a financial profile to help us get to know you – and for new clients, there is a helpful checklist of documents to bring to our first meeting.
What to Bring to Our First Meeting:
We will devote our first meeting to learning about your financial situation, your goals and your needs. It is important to bring any documents that may help us understand your overall financial picture. This can save time and better assist us in developing your financial plan.
Documents You Should Bring Include:
- A net worth and/or cash flow statement
- Declaration pages from your insurance policies (health, life, disability, property, etc.)
- Tax returns (previous two years)
- Wills and trust documents
- Loan terms (maturity, interest rate, etc.)
- Investment/bank account statements, IRA and 401(k) statements
- New Client Information
Client Access gives you convenient online access to your accounts. Your portfolio statement is continuously updated throughout the day, and you can view it anytime. You can see recent transactions by account and upcoming activity, such as dividend payments. Plus, any time you need a paper statement, you can print one out on the spot.
To learn more about the benefits of using Client Access and how to navigate the system, view this interactive demo.
Become A Client
As our client, you can always expect the utmost personal service and the attention of our full team. While we have grown over the years, one thing that has not changed is the emphasis we put on relationships. Serving our clients well has always been our highest priority and we make every effort to exceed expectations.
In order for us to complete a financial and retirement analysis, the enclosed confidential client profile would need to be completed.
Print out our information packet and complete our confidential financial profile. This will help us gain insight into your personal financial situation and ultimately help us better serve you.
If you have any questions about your current financial situation, or if you wish to schedule an introductory appointment, please contact us at 800.810.6650, extension 200, or at email@example.com.
The Importance Of Tax Planning
Careful planning throughout the year can assist you in reducing the taxes you pay – as well as help you pursue your financial goals. Tax planning should not be done in isolation, but be driven by your overall goals and integrated with your total financial plan.
By developing and implementing appropriate strategies designed to help lessen or shift current and/or future tax liabilities, you can potentially improve your prospects of meeting both long- and short-term objectives. For example, accurately projecting your income taxes can help you determine the cash flow available to you in the coming year.
Here is an overview of some tax issues that may apply to you.
- Tax and Financial Planning
- Year-End Considerations
- Income Tax Rates
- Key Tax Rules
- Individual Retirement Accounts
- Trust and Estate Income Taxes
- Education Planning
- Tax Credits
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.