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Financial Planning for Military Service Members, Veterans and Their Families

The team at Richard Hendry's wealth management practice at Raymond James Financial Services provides specialized investment advisory & financial planning services to all military service members, veterans and their family members.  Our office is dedicated to providing assistance to you during your active duty service years and beyond.  We concentrate on the following aspects of financial planning including, but not limited to:

 

  • Veteran’s Benefits

  • Retirement Planning

  • Budget Solutions 

  • Investment Account Management

  • Life Insurance

  • Children’s Education Planning

  • Long Term Care Insurance

Who is a good fit for our services?

 

  • Individuals who are on active duty preparing for retirement.

  • Individuals transitioning from active duty service due to retirement or voluntary/involuntary separation.

  • Individuals seeking an advisor who previously served in the military.

  • Individuals requiring assistance with understanding their Veteran’s Benefits.

  • Military family members seeking someone they can trust to help them make sound financial decisions.

Our Values & Business Philosophy

 

FIRST  We believe that any financial advice given with regards to a Military Service Member or Veteran’s situation must be tailored to each client’s specific needs.  We spend considerable time listening to our clients in order to fully understand their financial objectives.  It is only when we gain such understanding that we can create a financial plan designed to help them achieve their goals.

 

SECOND  We tend to be conservative and we encourage our clients to develop reasonable expectations.  We understand that transitioning from military service is sometimes a long and difficult endeavor that requires patience and understanding.  We are here to help!

 

AND FINALLY  We understand that our clients have choices regarding where to do business.  We believe they choose to do business with us because of the exceptional service we provide and the value we place on relationships.  Many of our clients come through referrals from existing clients to their friends, family members, and business associates.

 

 OUR CLIENTS expect service excellence.  Our “How can we serve YOU” approach is the basis for the relationships we build with our clients.  Returning your phone calls and answering your questions in a timely manner is the basis for that relationship. We put your interest first, we act with integrity and honesty, and we strive for excellence in every facet of our practice.

 

TRANSPARENCY  Our company believes in full disclosure of all fees or conflicts of interest to allow our clients to make informed decisions on the investments that they choose and services that we provide.  Our initial disclosures to our military service members are as follows:

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  • Securities or financial planning services provided by the advisors of Raymond James Financial Services, Inc. are not being offered on behalf of the federal government.

  • Any financial recommendations or advice given, is not sanctioned, recommended, or encouraged by the federal government.

  • Raymond James Financial Services, Inc. is the registered broker-dealer that will custody and service any investment accounts held on behalf of the client. 

 

 

“How can We Serve You”

 

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