Not every person in the family has the same financial goals or career path. At Majestic, our financial advisors want to work with the entire family, including multi-generational families, to help with wealth management. This could mean helping a grandparent pass assets down one or more generations, or helping a family member save for education for their own children. Whatever the situation is, we can create a financial plan tailored to the individual needs. There may also be changes coming to the estate tax exemption, which can create a need for generational planning for families that may not think of themselves as wealthy enough to need this type of plan. Let’s work together to identify short and long term needs to protect your family.
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.
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.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Majestic Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.