SERVING PROFESSIONALS in healthcare and law
We serve professionals such as physicians, dentists and attorneys who see the wisdom in having a well-designed financial plan not only for addressing short-term needs today, but looking long term to their own retirement.
We know that you spend long days serving your clients or patients, and that you shouldn’t also have to worry about managing your money. We understand the many important financial matters that must be addressed, including preserving assets through liability risk, managing cash flow, and valuing a firm or practice for purchase or sale.
You can rely on us to provide experienced guidance for all your personal financial matters and the needs of your firm or practice. We can serve as your trusted partner to help manage your investments, and mitigate your tax burden, while also addressing key issues such as estate planning, generational wealth transfer and your philanthropic efforts.
Investing involves risk and investors may incur a profit or a loss. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
