Raymond James Financial Services, Inc.
Belleair Bluffs Florida

Women Empower Member Information

Elizabeth (Liza) Campa-Flanagan focuses on building & preserving the wealth of individuals, families, foundations, Pension Plans, & Not-for-Profits. Most people envision their financial future in relation to the type of lifestyle they wish to have. Perhaps that may involve extensive traveling or a new yacht. Or, it may be to retire more comfortably. Whatever those goals may be Liza enjoys helping people design a plan to achieve their dreams. Objectivity is the key. Since Raymond James does not offer proprietary products, Raymond James advisors can help clients customize products & services to achieve specific goals & objectives. Liza is focused on providing an integrated advice platform – offering investments & capital markets solutions, as well as a full range of trust, banking & credit services accessible through the Raymond James Bank & Trust Company. Through Raymond James she can offer an array of investment alternatives & services equivalent to anything Wall Street has to offer.

Financial Planning Services

• Personalized review of goals, objectives, & risk tolerance

• Portfolio, insurance, & annuity policy review including updating
  beneficiaries

• Help in creating or updating a written investment plan / IPS

• Help with investment selection & portfolio allocation

• Monitor progress & help with any needed changes

Specialty Services

• Cash Management & Cash Flow Budgeting

• College, Financial, Retirement, Estate & Investment Planning

• Business Continuation Planning & Employee Benefit Planning

• Risk Management & Long-Term Care Planning

• High Net Worth & Institutional Investment Plan Consulting

Products

Stocks, Bonds, Mutual Funds, CD's, Municipal Bonds, 529 College Plans, Asset Allocation, Asset Management, IRA/SEP/401K/Roth IRA, Trust Services, Life Insurance, Long Term Care Insurance, Annuities, Fee Based Accounts, & More…

Need a speaker? Liza is available to speak to your company's employees or your organization on a variety of financial & investment topics.

Raymond James Financial Services, Inc.
Contact: Elizabeth (Liza)
Campa-Flanagan, CFP, CIMA
Phone: 727-585-1212, Toll Free 888-587-1212
645 Indian Rocks Road North, Belleair Bluffs, Florida 33770
Email: liza.campaflanagan@raymondjames.com
Business Category: Financial Services

Keywords: Financial Services, Financial Planning, Financial Planning Consultants, Retirement Planning, Investments, Stocks, Bonds, Mutual Funds, Retirement, Insurance, Annuities, Long-Term Care, College Planning, Education Planning, Business Planning, Pension Plans, IRAs, Roth IRA, SEP Plans, CDs, Financial Advisor, CFP, Certified Financial Planner, Estate Planning, Tax Planning, Risk Management, Asset Allocation, Diversification, Investment Planning, Portfolio Review

Member Since September 2008