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Tax Planning

Your Tax-Efficient Investment Strategies…FORWARD

Tax Planning: An Integrated Approach

Effective tax planning is not a standalone activity, but a crucial component of your overall financial strategy. By developing and implementing tax-efficient strategies, we can help you potentially reduce or defer tax liabilities, allowing your investments to work harder for you.

Our Approach

Align tax planning with your broader financial goals.
Develop customized strategies to address your unique situation.
Regularly review and adjust your plan as needed.
Let’s work together to optimize your tax situation and help you pursue your financial objectives.

Click here to read about Tax Planning Qualified Charitable Distributions.

*Raymond James does not offer tax services or advice. 

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  • 4904 Big Lake Road Lake Charles, LA 70605
  • P: 337-419-1855
  • F: 337.270.2428
  • TF: 1-877-781-0088
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Check the background of this firm on FINRA Brokercheck

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Global Asset Management Group. Investment advisory services offered through Raymond James FinancialServices Advisors, Inc. Global Asset Management Group is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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.

© 2023 Raymond James Financial Services, Inc., member FINRA/SIPC www.finra.org // www.sipc.org // RJ privacy policy: http//www.raymondjames.com/privacy_security/privacy_notice.htm
Raymond James Legal Disclosure; https://www.raymondjames.com/legal-disclosures

Check the background of this firm on FINRA Brokercheck

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Global Asset Management Group. Investment advisory services offered through Raymond James FinancialServices Advisors, Inc. Global Asset Management Group is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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.

© 2023 Raymond James Financial Services, Inc., member FINRA/SIPC www.finra.org // www.sipc.org // RJ privacy policy: http//www.raymondjames.com/privacy_
security/privacy_notice.htm
Raymond James Legal Disclosure; https://www.raymondjames.com/legal-disclosures

Investing involves risk and you may incur a profit or loss regardless or strategy selected, including diversification and asset allocation.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Global Asset Management Groupis 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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