Financial Planning & Investment Services
Your financial affairs are complex. As one area of your financial situation changes, it directly impacts other areas. Our advisors can help ensure that your financial strategy is helping you achieve your financial goals. Some of the areas we can address for your financial plan are:
- Cash/Debt Management
- Investment Plan Review
- Education Funding
- Retirement Planning
- Life Insurance Analysis
- Estate, Tax and Business Succession Planning
- Health Insurance Coverage
- Charitable Giving
Helping You Prepare for What Comes Next
You know where you want to be financially, but how do you get there?
Financial planning and investing should be done with your values and goals in mind. How successful you are depends on your strategies and the advice from the people you trust to implement your plan.
So why choose us? Our plans are smart, thorough, effective, and based on your unique set of dreams and goals. You’re empowered to make informed decisions with a plan that fits you today, and grows and changes to fit you tomorrow.
A Financial Blueprint Just For You
No two plans are exactly alike and yours is as unique as you. When designing a financial plan, we start by investing the necessary time to identify how to best serve you based on your goals and values. Then we create a detailed financial blueprint to guide and assist you in achieving your current and future goals. As your circumstances change, we will regularly review and evaluate your plan and make sure we are meeting your expectations.
Investment Management Services
Guided by clear strategies and principles we will design an investment portfolio that meets your needs. We provide the following portfolios:
- Taxable Accounts*
- Tax-Free Accounts*
- Asset Allocation Models*
- Individual Stock and Bond Portfolios*
Institutional Investment Services
Our institutional clients include foundations, endowments, private/public trust companies and non-profit organizations. We offer the following services for our institutional clients:
- Investment Advisory Services*
- Custody Services
- Escrow Services
Individual Retirement Accounts
Individual Retirement Accounts (IRAs) allow your retirement savings to accumulate faster by deferring tax payments or even achieving tax-free growth opportunities. We can provide complete investment management for your IRA, or you can direct your own IRA in a broad range of investments. We offer:
- Traditional IRAs
- Roth IRAs
- Rollover IRAs
- Custodial IRAs
- Simple IRAs
- Simplified Employee Plans (SEPs)
- Coverdell Education IRAs
Employee Benefit Plans
CorTrust Wealth Management specializes in designing and supporting tailored plans that strengthen your company’s retirement options and ease administration. Services include:
- 401(k) Plans*
- Profit Sharing Plans*
- Money Purchase Plans*
- Non-Qualified Deferred Compensations Plans*
- SEP IRAs*
- New Comparability Plans*
- Age-Weighted Plans*
- 457 Plans*
- 403(b) Plans*
- SIMPLE IRAs*
*Services offered through Raymond James Financial Services Investment Advisor Representatives.
Investment management accounts that include non-bank products are not FDIC insured, are not deposits or obligations of, nor guaranteed by, the financial institution or any government agency and may be subject to investment risks, including possible loss of the principal invested
*Not insured by bank insurance, the FDIC or any other governmental agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal.
Check the background of our investment professionals on FINRA’s BrokerCheck
*CorTrust Bank and CorTrust Wealth Management are NOT affiliated with Raymond James Financial Services, Inc.
719 North Main
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 to 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 more information and availability.
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