Wealth Planning can be accomplished through different means. At Majestic Financial, we use the investments that most clients are familiar with – mutual funds, exchange traded funds, stocks and bonds – in portfolio management. Each of these are chosen to fit within the client’s goals, risk tolerance and time horizon. Protection planning (life insurance and annuity contracts) can also be a key to wealth transfers in a tax efficient manner. Beyond these commonly used products, we also use strategies that some people may not have experience with such as Structured Investments, Options, and Discretionary. If you’re interested in learning more, please call (269) 443-2160 to set up an appointment with one of our advisors.
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.
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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.