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Online Banking Agreement

Features and Disclosures

Risk Management

At a certain level of wealth, preservation of your capital and risk management takes on critical importance.
You've worked hard and carefully planned. So you'd like to ensure the assets you've worked so hard to attain will be there to support your needs. You would also like to keep more of them by minimizing the effect of taxes and ensure your family will be able to maintain your desired standard of living – that means safeguarding your wealth against unexpected events.

Goal Planning and Scenario Analysis

Through the use of sophisticated and interactive software we can test your goals, spending plans and the sustainability of your portfolio by simulating various marketing scenarios and stress-testing the results. We can use this analysis to frame the complex financial decisions you face and determine how best to design a portfolio that balances your unique risk tolerance and return requirements to meet your goals.

Insurance

Insurance can play a key role in protecting your wealth and providing ongoing needs of your family. Monarch Bank Private Wealth, can help you and your advisor determine the insurance protection best suited to your unique requirements. We offer a full range of products, from disability and long-term care to term and permanent life insurance for individuals and businesses. Depending on your specific situation, insurance strategies may also provide tax and wealth transfer benefits.

Concentrated Equity

We offer a variety of solutions available to address a concentration in company stock. These can be grouped into five general categories based on what they are designed to achieve for you:

  • Risk Reduction
  • Liquidity
  • Income Enhancement
  • Tax-Efficient Diversification
  • Tax-Efficient Gifting

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Monarch Investments is a subsidiary of the bank. Raymond James Financial Services, Inc. is not affiliated with either entity or its subsidiaries.

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. Raymond James corporate Privacy Notice

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