Investment Planning - Tax Reduction Planning

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Five Keys to
Retirement on Your Own Terms

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Our Services Include Investment Planning, Retirement Income Planning, And Tax-Reduction Planning,

The Raymond James financial advisors at Berry-Fleming Financial Services offer the following core services to our clients.

Creating a financial and retirement income plan around your needs and goals. Clients gain confidence in their own and their family’s financial future.

Creation and management of an investment plan that selects the proper investments for you with the goal of preserving your nest egg while giving it the opportunity to grow, and

Ongoing communications and support as well as management of your overall individual or family wealth in the areas of tax planning, estate planning, and retirement income.

The following list represents a complete range of financial services that we offer through Raymond James for you:

Investment Planning
Tax-Reduction Planning
Retirement Income & Distribution Planning
Estate Planning
Client Services & Communications

INVESTMENT PLANNING

Reviews your current financial situation and helps you determine goals & objectives as well as risk tolerance,

Helps you develop a long term financial strategy,

Monitors your portfolio,

Meets with you at least annually to review and evaluate your investments and update your objectives and personal information, and

Recommends the positioning of funds within your employer’s retirement plan

TAX REDUCTION PLANNING

Complimentary or no-obligation consultation with your tax preparer,

Recommendations of tax solutions including tax advantaged investments, and

Staying up-to-date and presenting new tax laws that can effect your situation.

Retirement Income & Distribution Planning

Helps determine your income needs now and in the future,

Recommends an effective distribution strategy for your employer retirement plans and IRAs, and

Helps with the designation of beneficiaries and updating as needed
Introduces Stretch IRAs, where appropriate.

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

ESTATE PLANNING

Complimentary consultation with your attorney,

Assistance in transferring investment assets to your Trust, and

Providing guidance with the appropriate steps in the event of the death of a loved one.

CLIENT SERVICES

Reviews – either annual or as needed,

Web site providing resources and additional information: www.Berry-Flemingfs.com,

Internet access to Raymond James accounts,

Educational seminars, and

Statements - either monthly, quarterly, or annual (depending on investments)

Contact us for a no-obligation consultation now by clicking here or by calling 817-573-9595.

Securities offered through Raymond James Financial Services, Inc.

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.

© 2008 Raymond James Financial Services, Inc., member FINRA / SIPC