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Individuals and Families

Our offerings reflect the distinct needs of the families we serve

 

We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. In coordination with other professional advisors such as CPAs and attorneys we can help ensure our service is in harmony with all aspects of your life.

 

From private wealth management to customized estate planning and wealth transfer, you can look to us for comprehensive financial planning and leading-edge resources. Our access to the latest financial tools and technology, research and specialized knowledge allows us to quickly adapt to your needs and maintain your objectives as outside factors change.

 

You’ve spent a lifetime building your legacy. Let our prudent, forward-thinking approach help you make the most of it.

What does your financial future look like

Building your foundation

Build a comprehensive financial plan

 

 

Plan for a child’s college and other family needs

 

 

Manage risk with insurance and basic estate planning

 

 

Set retirement planning goals

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Your prime earning years

Manage risk with insurance and basic estate planning

 

 

Visualize and plan your retirement

 

 

Navigate complexities such as a career change or divorce

 

 

Preserve wealth through custom strategies

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Up to and through retirement

Optimize your Social Security and retirement income

 

 

Navigate healthcare in retirement

 

 

Create a legacy plan, including charitable giving strategies

 

 

Develop personalized wealth transfer strategies

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Investing involves risk, and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Discover more for your wealth journey

Our financial advisors are eager to help you develop your plan

    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.

    Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

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