A comprehensive financial plan starts with a discussion about what our clients want to achieve and when they want that to happen. Our process is detailed but conversational. Once we know what is important to you, we then know what services are needed and appropriate to enable you to live the life you have dreamed about. The services we provide are Financial Planning,Retirement Planning,Legacy Planning, Tax Planning, Money Management, and Protection Planning. Some clients may only need some of these while others would benefit from all. We look forward to speaking with you in more detail about your goals and how they can come to fruition.
Managing Individual Employee Retirement Accounts
While a large percentage of the working population contributes to an employer sponsored retirement plan, many employees simply choose a single fund to invest in and never look again. This can create both positive and negative situations – in good times you’re a genius, in bad markets you wonder why you even contribute. This is where we step in. Majestic Financial advisors will actively manage the individual client’s retirement account. There are three steps to this service. First, the client opens an account and Majestic helps them link their retirement plan to their Majestic Financial account. This does not move the money/investments out of the employer plan, but it allows the Majestic advisors to see the daily movement of the investments. Second, Majestic will schedule short quarterly appointments to help the client make the appropriate changes to their investments. Third, Majestic Financial will bill a set fee for this service. If you are tired of having a second (or third) job managing your employer retirement account, 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.