Who We Serve
Business Owners
Guide Towards Your Dreams
As an entrepreneur, you have so much to plan for: your business, your family and your retirement. And it’s easy to get caught up in daily tasks and neglect your personal finances. That’s where we come in. We can help create a custom financial plan that is designed to address all your interwoven objectives, supporting your business and personal needs. Whether you want help with cash flow and tax efficiency or retirement and estate planning, we can be your guide.
Families
Planning For What Matters Most
For true financial well-being, you should feel confident where you are and sure of how well you’ve planned for the future. We can help you get there. Through customized wealth management and financial planning, we partner with you to tackle everyday challenges and major milestones.
Retirees
The Go-Go Years
After decades of work, you’ve made it to a well-deserved stretch of freedom called retirement. Now the question is how to make your money last through this new phase of life. As your financial guide, we’ll help you figure out a withdrawal strategy that fits your situation and helps you pursue meaningful goals. After all, you’ve got a lot of living to do.
Sudden Wealth
Thoughtful Management
Receiving a substantial sum of money presents opportunities, but also challenges. This contradiction extends to the emotions you may feel after a windfall, whether through inheritance, the sale of a business, lottery, divorce or a legal settlement. That’s why it’s important not to rush into anything. As your experienced guide, we give you the time needed to acclimate to your new situation and face crucial decisions with clarity of mind.
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Our team provides a thoughtful approach to this transition, along with experience, deep resources and long-term planning tools. As you go about creating a life you have envisioned, we can help you reflect on the possibilities for your future. We then craft strategies that are designed to go far beyond the basics to help make your vision a reality.
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If needed, we can also assist in coordinating a team of professional advisors who put your interests first. The result is a comprehensive financial plan that helps give you the confidence that your goals are within reach.
Pre-retirees
Getting Retirement Ready
When you think about preparing for retirement, questions emerge. You may wonder how what you’ve saved stacks up against the average, or how long it needs to last. Or you might be thinking about whether you have the right investment mix for this stage of life – and market environment. We can help address all of this and more. After determining where you stand, we can help you make the most of your hard-earned income and account for the expected and unexpected in your retirement planning.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional
Need Financial Planning Services?
We are here to assist. Call us today to learn more about our financial planning services and how we can help you achieve your financial goals. Whether you are a business owner, retiree, soon-to-be retiree, or a family, our team is dedicated to providing personalized financial strategies to help to secure your future.