Financial & Retirement Planning

Bring more to your client relationships with the impressive array of services available through the Raymond James Financial Planning Group. This team of consultants provides guidance on a multitude of issues including financial, estate and retirement planning.

You can rely on the Financial Planning Group to provide:

• Consulting support on all types of retirement plans, from individual to corporate;
• Management and due diligence of relationships with providers of packaged retirement products and services (including mutual fund, insurance, trust and pension administration companies);
• Continuing education and seminars across the United States;
• Technical interpretation or research of regulatory topics;
• Marketing materials such as brochures and pre-packaged seminar kits covering various retirement plan topics;
• Proprietary financial planning software you can use to illustrate asset allocation, needs analysis, cash flow schedules and various calculators; and
• Consultation on third-party planning tools.

Raymond James acts as the custodian for Traditional or Roth IRAs, SEP and SIMPLE IRA plans, as well as qualified pension or profit sharing plans. We also provide prototype documents for SEP, profit sharing, money purchase and    401(k) plans.

“Learn about our Financial and Retirement Services.”

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