Our Service Commitment to You
The families we work with expect and receive the following from our Wealth Management Group:
Windsor Wealth Service Commitment
Family Wealth Planning Deliverables:
- Written check-lists of items necessary to complete planning meetings
- Custom portfolio management
- Online planning tool for review and scenario building
- In depth review of all estate planning documents, insurance policies and beneficiary designations
- Quarterly life-goal and performance reporting
- Custom Family Wealth Planning strategies
- Liability management
Services Provided:
- Statement review and education
- Predetermined frequency of Family Wealth Planning contact calls
- Periodic client events
- Weekly economic/market related or life-planning newsletter
- Coordination with CPAs for year-end tax planning*
- Coordination with attorneys for estate & legacy planning*
- Portfolio update newsletters
- User-friendly online access for multiple uses on portfolio & Goal Planning & Monitoring
- Secure online document storage system
- Returned phone calls by day-end
Appointment Expectations:
- Annual in-depth Family Wealth Planning review
- Verbal confirmation of appointments
- Written meeting minutes following every appointment
- Planned agenda for every meeting
*Raymond James financial advisors do not render tax or legal advice. Please consult a qualified professional for tax or legal advice.