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Risk Management

risk management risk management

Protecting all that is yours

 

One of our most important functions is to help safeguard all you have worked so hard to build. It takes the right approach, steadfast discipline and diligence, to assess the risks that could derail your life goals. As your trusted and experienced guide, we assess where your risk lies, determine your comfort level with it, explore what actions and plans we can employ to provide protection and where warranted, build a contingency plan to help limit the effects.

 

Some of the ways we can counter risk include preserving your estate with long-term care insurance, building a protective shield with life insurance, and combining protection and tax-advantaged growth opportunities with annuities. Working together, our advisors help you maintain your overall financial strategy, your lifestyle and your confidence in reaching your goals even when the unexpected happens.

Maintain your health

 

Regardless of age, one of the risks we all face is the possibility of sudden illness, disability, and potentially, the need for long-term care. These all can have far-reaching effects on not just your health, but your lifestyle, your ability to earn income and your overall financial situation. Our trusted advisors help prepare you and your family for the unexpected. We evaluate your coverage and guide you to the right type and amount of insurance, including disability insurance, to provide income if you are unable to work.

maintain your health maintain your health

Maximize your retirement

 

The objective of every well-constructed retirement plan remains the same: to ensure that your assets last as long as you do and, with a well-formulated retirement plan, even longer.

 

With diligent review of your investments and the right risk-management method, we work to mitigate the risk to your retirement savings by minimizing exposure to uncertainties in the market and by protecting your portfolio from the effects of inflation.

maximize retirement maximize retirement

Secure your legacy

 

Protecting your legacy for the generations to come means taking the necessary steps beforehand. Our advisors collaborate with your tax and legal professionals to create, and as needed, update your estate plan documents, such as your will, trusts and powers of attorney. We also ensure your beneficiary designations are current on everything from your retirement accounts to your insurance policies.

secure your legacy secure your legacy

As your trusted advisor, we provide access to a comprehensive array of trust structures, including charitable-giving tools that may offer significant tax advantages. Whether your objective is to minimize estate taxes, help ensure you have the funds for a full retirement, provide for a loved one or specify exactly how you want your wishes to be carried out, we can help.

Discover more for your wealth journey

Meet your financial advisors

    Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Trustmark Financial Services and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Trustmark Financial Services and Trustmark Bank are separately owned and operated and not independently registered as broker-dealers or investment advisers. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

    Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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