First Meeting Guide: We have found that our initial meetings are filled with a lot of information exchange and this document is a resource to help you organize your thoughts.
Personal Financial Record System & Letter of Last Instruction: Intended to be a practical listing of financial information, personal and financial wishes, and the whereabouts of documents that would be needed by an executor or other person called upon to administer the client(s)’s affairs in the event of a prolonged absence, illness or death.
Budget Worksheet PDF: For Center clients to get a current assessment of spending priorities.
2018 Year-End Tax & Planning Guide: These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your portfolio with your short- and long-term goals.
Philanthropic Values Statement Worksheet: This handout takes you step-by-step through things to consider when crafting your and your family's philanthropic values statement.
Links You May Need
Social Security Estimator: The Retirement Estimator gives estimates based on your actual Social Security earnings record. Please keep in mind that these are just estimates.
AnnualCreditReport.com: Fight identity theft by monitoring and reviewing your credit report.
IdTheftCenter.org A nonprofit established to support victims of identity theft in resolving their cases.
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.