Wealth Management - eBrochures
For your convenience, access our eBrochures for information about our products and services to help you determine which accounts are best for your needs.
Product & Services
As partners in building your legacy, our Wealth Advisory professionals will also provide guidance to preserve, protect, and secure your hard-earned assets for your family’s future. We work with you to develop a strategic plan with personalized solutions that fit your needs.
Whether you’re just starting to think about retirement or are already retired, we can help you plan for your non-working years. The first step in planning for your future begins with an evaluation of your retirement objectives. Take advantage of a consultation from our Wealth Advisors. We’ll work with you to help develop a strategy to fit your future goals.
While it's true that student financial aid is available to help cover college expenses, students and families should contribute as much as they can. The more you are able to save before your child enrolls in college, the less you and your child will need to borrow to pay for college.
Product & Services
Financial experts agree that the foundation of any good financial plan includes life insurance. A well-designed life insurance program is often used by individuals and businesses to improve and enhance family protection, retirement, estate planning and even charitable giving.
LONG-TERM CARE INSURANCE
Long-term care insurance is a form of protection that pays you a set amount when you can no longer live independently. There are many types of long-term care insurance policies available that can offer you substantial peace of mind. (NOT AVAILABLE IN GUAM AND CNMI)
TRUST & ESTATE PLANNING
As your assets grow, preserving it for future generations and for philanthropic causes becomes increasingly important. Enlisting the help of experienced trust advisors can help you craft a plan that delivers confidence and peace of mind as your assets increase. (NOT AVAILABLE IN GUAM AND CNMI)
Product & Services
With so much riding on the continued success of your business, what would happen if you or another owner dies, becomes disabled, or wants to retire? With proper planning, business owners can maintain control when a change of ownership becomes necessary.
People are a vital part of your business. Because people are such valuable assets to your business, it makes perfect sense that they should comprise an essential component of your business plan.
KEY PERSON PROTECTION
Every business has one or more key individuals without whom the business would not grow and prosper. Although no one likes to think about losing a key person under any circumstances, a business plan can ensure that your business will still continue for your family, employees and customers should such a loss occur.
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. First Hawaiian Advisors, First Hawaiian Bank and First Hawaiian Bank Wealth Management Group are not registered broker/dealers and are independent of Raymond James Financial Services.
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.
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