Preparing You for What Comes Next
You know where you want to be financially. But how do you get there? Financial planning and investing should be done with your goals in mind. Reaching your goals depends on your strategies and the people you trust to implement them.
Raymond James advisors take the time to get to know you, so you can make informed decisions and design a long-term financial roadmap. We can help with many of your financial pain points:
- Cash/Debt Management
- Investment Planning
- Education Funding
- Retirement Planning
- Life Insurance Analysis
- Estate, Tax, and Succession Planning
- Health and Long-Term Care Planning
- Charitable Giving
- Asset Allocation Strategies
- Risk Assessment
How We Help You Stay on Course
No two plans are alike. The advisors at Raymond James work to understand what you picture in your future. Here’s what you can expect our process to look like:
Discovery
Only after we have a deep understanding of where you want to be can we help you get there. We ask you to describe your ideal retirement scenario, the dreams you have for your children and grandchildren, and how you want to be remembered in your community.
Evaluation
We analyze your situation from every angle while looking at the overall market. We consider the tax implications on your estate and study the impact of philanthropic gifts. Our evaluation is ongoing to ensure you are on track to meet your short- and long-term goals.
Guidance
Your plan is your plan. It’s driven by what we learn about you. From there, we provide sound advice on how to preserve, invest, manage, and transfer your wealth in ways important to you.
Measurement
We evaluate your strategy and work in tandem to adjust your plan for life-altering events, such as marriage, children, or retirement. Because we take a holistic approach, you can stay on course.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, 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. Raymond James is not affiliated with First Bank & Trust. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. First Bank & Trust and First Bank & Trust Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services.
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 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
110 N Minnesota Ave, Suite 100, Sioux Falls, SD 57104
101 Second St. NW, Pipestone, MN 56164