People who are new to investing often struggle with two issues. The first common issue is trying to do everything themselves by learning through the internet or experience. Both can be painful experiences coupled with big losses. The second issue is finding someone willing to work with them when they “don’t have enough investable assets.” The question then becomes how to accumulate “enough” assets to find a partner in the financial world. Our financial advisers enjoy working with newer investors to help them learn the ropes. We can help answer questions, avoid common pitfalls, and create a plan for investing over the long haul. Additionally, we can help investors meet multiple goals with flexible plans because we know life changes fast. This way, if you're saving for retirement and have to adjust the plan to make room for a child, it doesn't have to ruin your finances or change your retirement plan.
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.