Capitalist Investment Services, LLC

Do You Need An Independent Advisor?

Not everyone needs an independent advisor, just as not everyone needs a plumber, accountant or auto mechanic. Some of us are willing to wrestle with broken toilets, complex tax forms and leaky oil pans. But many of us have decided that some of the knottiest problems in life require professional expertise and guidance.

Do you need the advice and counsel of an independent Financial Advisor? Ask yourself these questions:

Do you have a roadmap that helps you steer your investment decisions? Are these decisions made to meet written objectives? For example, do you have a retirement plan that takes into account the rate of return you need to earn, the amount of money you need to save, the taxes you will pay and the effect of inflation on all these factors?

Do you use economic and market history to guide your decisions? Do you understand how Federal Reserve policy has impacted the stock and bond markets? Are you aware of the influence of interest rates on stock prices over the years?

Do you know the overall rate of return of your investment portfolio last year? Do you have a system in place to monitor your return? Are you adjusting your portfolio as your life changes?

How much risk can you tolerate? Which type of risk – interest rate, market or credit – has the most potential impact on your portfolio and on your goal.

If you are a business owner, are you aware you could potentially gain personal benefits through your business dollars? Are you aware of a program which will allow you to extract dollars from your business on a tax-advantaged basis? Did you know you might be able to maintain a retirement plan that provides salary deferral for employees and still allows you to increase your personal contribution by 200% to 300%?

If you don’t know the answer to many of these questions, you need the advice of a knowledgeable, experienced, independent Financial Advisor.

We understand how important your financial future is to you. When you choose to work with us, you’ll receive financial expertise, personal attention and long-term guidance that you just can’t get from magazines,websites, discount brokers, or no-load “800” numbers.

We believe these are services you can’t afford to be without.

Contact us to find out how our Raymond James professionals at Capitalist Investment Services and Raymond James can help you answer these questions and potentially build your wealth.

Securities and investment advisory services offered optional through Raymond James Financial Services, Inc.
Member FINRA/SIPC. Capitalist Investment Services is an independent company.

Our Privacy Policy

This site is published for residents of the United States only. Raymond James’ Financial Advisors may only conduct business with residents of the states 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.