Services that

can help take you...FORWARD

FINANCIAL PLANNING

Working with a financial advisor can help you build a foundation so that life doesn’t take you – or at least your finances – by surprise. Our financial advisors can advise you when there are changes in the markets, tax legislation* or the economy, and can help you adjust accordingly. An advisor you trust, and a financial plan you create together, will help guide you through the ups and downs to stay on track toward your goals.

RETIREMENT PLANNING

Planning for retirement can be a challenging process, requiring the guidance of a financial advisor and investment vehicles such as individual retirement arrangements (IRAs), more commonly known as Individual Retirement Accounts. Our advisors at Global Asset Management Group will help you understand how using the number of retirement options can help you plan for a  more confident retirement. 

It's never to early-or too

late-to begin or analyze your saving strategy for what may be the longest financial commitment you will ever make. No matter where you are in life, there are steps you can take toward helping to create a more secure retirement. Your path to retirement success is more unique and may change depending on your  individual circumstance.

TAX PLANNING

Tax Planning should not be done in isolation, but instead should be driven by your overall financial goals and integrated with your total financial plan. By developing and implementing appropriate strategies to lessen or shift current and future tax liabilities, you can improve your  chance of meeting both long - and short-term objectives.

*Raymond James does not offer tax services or advice. 

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

COLLEGE PLANNING

You have big dreams for the child in your life. Don't let a lack of planning sidetrack those aspirations. Global Asset Management Group is here to assist. Our advisors' knowledge and professional guidance can help you give your child the opportunity for the bright future

they deserve.

HAVE A QUESTION?

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.

 

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members

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