RETIREMENT INCOME PLANNING
Retirement income planning is crucial because it helps individuals ensure they have enough money to live a life of purpose in their retirement years. At R6 we will assess current savings and investments, estimate future expenses, and create a plan to generate reliable income streams in retirement. This is a process and for that reason, we partner with you throughout your retirement years.
Learn MorePORTFOLIO MANAGEMENT
Investment portfolio management is the process of selecting and managing a combination of assets (such as stocks, bonds, and cash) to achieve a specific financial goal. This includes selecting the right mix of investments, monitoring performance, and making adjustments as needed to ensure the portfolio aligns with the investor's risk tolerance and long-term financial objectives. Effective portfolio management can help investors achieve higher returns while minimizing risk. Each investors needs and goals vary. For this reason, we will implement a customize strategy to build and maintain your investment portfolio.
Learn MoreBANKING AND LENDING SOLUTIONS
With Raymond James, you would have access to a wide range of banking and lending solutions. This can include traditional banking services such as checking and savings accounts, as well as lending solutions like mortgages and personal loans. Raymond James also offers other services such as online banking, credit cards, and financial planning. Thru our partnership with Raymond James, R6 will have the capacity to assist with your banking and lending needs.
Securities Based Line of Credit and Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.
Learn MoreINSTITUTIONAL CONSULTING
R6 offers institutional investment consulting for large organizations such as pension funds, endowments, foundations, and other institutional investors. R6 will work with you to understand your investment objectives, risk tolerance and governance structure. For free-based advisory clients, we will provide advice on asset allocation, manager selection, portfolio construction and ongoing monitoring of the portfolio. We schedule consistent performance evaluations and recommend changes to the portfolio as needed. Our goal at R6 is to help the institutional investor achieve their investment objectives and maximize returns while managing risk.
In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the client agreement. Any opinions are those of the Investment Manager(s) and their team and not necessarily those of Raymond James.
Opinions are subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security outside of a managed account. This should not be considered forward-looking, and does not guarantee the future performance of any investment. There is no assurance that any investment strategy will be successful. It is important to review the investment objectives, risk tolerance, tax objectives and liquidity needs before choosing an investment style or manager. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including asset allocation and diversification. Past performance is not a guarantee of future results.
CORPORATE RETIREMENT PLANS
R6 has experience in offering and managing corporate retirement plans for your employees. These plans include 401(k) plans, pension plans, and profit-sharing plans. These corporate offerings allow employees to make contributions from their paychecks on a pre-tax basis and some employers may even match employee contributions. This will help your employees save for retirement, and reduce their current taxes, while employers get to offer a benefit that can help attract and retain employees. We can review your business structure and advise what corporate plan will meet your financial goals.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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BUILDING WEALTH THRU COLLABORATIVE PARTNERSHIP
