Providing for Family

Just as no two investors are exactly alike, no two families are alike. What many families do have in common, though, is the need to plan for unique circumstances. Whether your family dynamic calls on you to assist a child with post-secondary education, care for an elderly parent or relative, or provide for a child with special needs, your Raymond James advisor can help you navigate the planning nuances and identify the appropriate solution – without sacrificing your own financial goals and future.

Education Planning

Though it is best to start the post-secondary education planning process when your child or grandchild is young, it is never too late. With vehicles like RESPs available, your Raymond James advisor can help you consider the best way to save for post-secondary education to give the next generation the assistance they need in life.

Estate Planning

A thoughtfully designed estate plan can help assure your wishes are carried out – exactly as you wish. Your Raymond James advisor has the expertise and resources to help you choose the right estate-planning vehicles to see that your family and beneficiaries are cared for in the manner you think best.

Caring for an Aging Parent

As your parents age, it can be difficult to anticipate the costs for health and long-term care.