Estate

Planning

Legacy planning is a special subset of financial planning. That's because leaving a legacy entails much more than leaving an inheritance or charitable gift. Leaving a legacy means passing along celebrated traditions and cherished values to those we love.

The advisors at Global Asset Management Group will help provide you with  long-term vision, careful planning and meticulous follow-through for planning your legacy.

 By working with Global Asset Management Group along with your legal and tax professionals, we will help develop a plan to maintain your lifestyle while preserving your commitment to the people and causes you cherish.

One Lakeshore Drive, Suite 1100 // Lake Charles, LA 70629 // Phone: 337.419.1855 // Fax: 337.419.1854 // Toll Free: 1.877.781.0088 // Houston 713.300.1608

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Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

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. © 2015 Raymond James Financial Services, Inc., member FINRA/SIPC

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Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Global Asset Management Group is not a registered broker/dealer, and is independent of Raymond James Financial Services.

 

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