Choose from one of our complimentary resources on any topic that is of interest to you. If you have trouble accessing or downloading our resources, please contact us at ifs@RaymondJames.com.
The Four Most Common Retirement Planning Questions
Retirement is a big step, and it can be scary to think about what life will look like after work. But if you’re prepared for this new phase in life, it can actually be an exciting time full of possibilities! This guide will help provide insight on some of the most important considerations to make to help ensure that your financial future is set up for success as you enter this new phase in life.
ACCESS NOW
ACCESS NOW
Women Focused Financial Guide
Are you ready to take control of your finances? We know it can be hard to keep track of all the financial components that go into planning for your future. That’s why we created this guide, so you can get a clear understanding on how to make smart decisions with your money and align them with the life you desire. Whether it’s buying a house or saving up for retirement, our guide will help provide clarity and guidance on what matters most in achieving financial freedom.
The New Investor Money Management Guide
Are you looking to learn more about how you can get the most out of your money? "The New Investor Money Management Guide" is the ultimate resource to help provide a better understanding of money management, as well as strategies you can implement to get the most out of your earnings and investments. This guide will help you understand how to manage your finances and set yourself up for success in all stages of life. It’s time to take control of your financial future!
Five Things Every Business Owner Must Know About Exit Planning
If you're a business owner, it’s never too soon to start thinking about your exit strategy. The truth is that every business owner should have an exit plan in place before they even begin their company. This guide provided by the Exit Planning Institute will help you understand the importance of having an exit plan and how to create one for yourself. Create a successful exit strategy that will allow you to achieve all of your goals as an entrepreneur while still making sure that your employees are taken care of after the sale.
Know Your Gaps
Focus on what matters most when it comes to growing your business. It's not just about how much money or how much work it takes – it’s about making the right choices at the right time so that they lead toward growth instead of stagnation. Exit Planning Institutes guide, "Know Your Gaps", will help you understand the gaps in profit, value, and wealth that may be keeping you from your goals. It’s time for a change! With this guide, you can make decisions with more confidence to grow your business and increase your wealth.
The 5 D's
Are you ready to sell your business? It may be difficult to think about, but it’s important to plan ahead and know what steps need to be taken before selling. This infographic provided by the Exit Planning Institute will lead you to some uncomfortable, but necessary answers as you evaluate your business and personal goals. Let us help walk you through all of the necessary steps so that when the time comes, everything goes smoothly and quickly.
Business Attractiveness Scoresheet
Congratulations! You’ve taken the first step to growing your business. The Exit Planning Institute has developed a tool that will help you prioritize and develop a strong financial strategy for your business. This scoresheet is a great way to measure the salability of your business right now and gain insights into what you need to do make your business attractive to potential buyers. Let us help you prioritize your goals and get you off to a good start!
Business Readiness Scoresheet
If you’re looking to sell or transfer your company, it’s important that you know what areas of the business need improvement. The Exit Planning Institute has developed this scoresheet which will help determine if your current business is at its ultimate value and highlight the areas where improvements are needed for a successful transition.
Handling A Divorce Webinar
Getting Things in Order. Learn how to prepare for a divorce with our complimentary webinar.
- Understanding Divorce
- Planning For Divorce
- Planning For Your Future
- Protecting your Interest
Independent Financial Services
20635 Amberfield Drive, Suite 102
20635 Amberfield Drive, Suite 102
Land O' Lakes, FL 34638
Disclaimer – 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.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC | Privacy Policy. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities are not deposits or obligations of the bank, not insured by the FDIC, bank insurance, or any other government agency, not guaranteed by First National Bank of Pasco, and are subject to risks, including the possible loss of principal. Independent Financial Services and First National Bank of Pasco are not registered broker/dealer(s) and are independent of Raymond James Financial Services, Inc., member FINRA / SIPC.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. Research Summary (As of February, 2024) 44,028 nominations were received and approximately 1991 women won based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
Please visit https://www.forbes.com/lists/best- in-state-women-advisors/?sh=7ae191421d11 for more info.
Copyright © 2024 Independent Financial Services