Our clients are a diverse group ranging from individuals and families to businesses. We recognize the differences in the lives and business of our clients and we are committed to providing personal financial guidance.
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.
Whether you’re looking for assistance in overseeing your current plan or implementing a new one, our team offers the attention and resources to guide you through every step, helping you distinguish among seemingly endless investment options, stay current with regulations and fiduciary responsibilities, as well as educate plan participants on their options.
For true financial well-being, you should feel confident in where you are and sure of how well you’ve planned for the future. We can help you get there. Through customized financial planning, we partner with you to tackle everyday challenges and major milestones. From goal planning and wealth management to estate planning and wealth transfer, you can turn to us for comprehensive support and leading-edge resources. Our access to technology, research and specialized knowledge helps us nimbly adapt to your needs and objectives.
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.
Successful businesswoman, entrepreneur, mentor, leader: Whether for your education, career or family, at some point you’ve had to plan to reach your goals. And you’ve likely faced unique financial challenges along the way. We’ve helped our clients confidently turn those challenges into possibilities for a brighter future with proactive planning and investing.
Are you a professional athlete that has a hazy view of what your financial picture really looks like? Do you have an excellent grasp on how your money is working for you right now? You may be winning on the field, but are you winning financially? We strive to have all of our clients answer Yes! to those two questions. Professional athletes often have shorter careers and may take time to decide what to do when they stop playing. They may want their savings to last for the rest of their lives. Amicus and Raymond James have the resources, experience and knowledge to help with this. We also have a former professional golfer, Sam Osborne, that has experienced some of the pitfalls associated with someone in your position. We think that exceptional athletes deserve exceptional service and that’s what we deliver to our clients. Click below and set up a meeting with an Amicus advisor today.LEARN MORE
