Broker Check

FAQ

WHY SHOULD I WORK WITH A FINANCIAL ADVISOR?

Understand Your Concerns

This means getting to know you and your family by gathering information about your current circumstances, future goals, aspirations and concerns.

Identify Your Financial Goals

Your plan may be as straightforward as saving for retirement or a child’s education. But you may need a more complex solution, like selling your business and using the proceeds to develop a sustainable plan for retirement income and establish a charitable trust.

Assess Your Tolerance for Risk

Your advisor will factor in your investment horizon and assess the types and levels of risk you can afford and with which you’re comfortable.

Collaborate With Your Team

When appropriate, your advisor can also work with your CPA, attorney and other professionals to help ensure all aspects of your financial and estate planning are addressed.

Design and Implement an Appropriate Investment Strategy 

Your financial plan should not be an off-the-rack solution. Your advisor has access to in-depth evaluations of hundreds of potential investments and should offer objective, unbiased recommendations based on what’s best for you.

Manage, Monitor and Adjust Your Plan as Needed 

Financial planning is an ongoing process that requires periodic review. If it becomes necessary to adjust components of your plan in light of changing circumstances and evolving objectives, you’ll make decisions and adjustments together.

Stay Focused on Long-Term Planning

Your advisor can help keep you apprised of relevant market developments and help you understand their implications. This helps ensure your financial decisions are based on facts and careful research, rather than emotions and market volatility.

HOW WILL I KNOW IF I HAVE ENOUGH?

Our advisors assist you in defining your ideal end goal, then determine if you are on the appropriate path to get there. Careful planning and continual reviews can give you the confidence that you are on the right track.

WHAT TYPES OF INVESTMENTS DO YOU OFFER?

We work with many types of investments: stocks, bonds, mutual funds, annuities, and exchange traded funds. Our team also assists you with individual brokerage accounts, IRAs, Roth IRAs, 401(k), and other corporate retirement plans, trusts, and institutional accounts.

*Investing involves risk and you may incur a profit or loss regardless of strategy selected.

WHAT OTHER WAYS CAN WILSON BANK INVESTMENT CENTER HELP ME?

Along with local contacts, we are connected to capital using margin lending, securities backed lines of credit, Raymond James Bank, and Raymond James Investment Banking Services. We are also equipped to assist with public finance, capital markets, and institutional services.

Raymond James Financial Services, Inc. is an affiliate of Raymond James Bank, FSB, a federally chartered savings bank. Unless otherwise specified, products purchased from or held at Raymond James & Associates, Inc. are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, FSB, and are not guaranteed by Raymond James Bank, FSB, an affiliate of Raymond James& Associates, Inc., and are subject to investment risks, including possible loss of the principal invested.

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