CUSTOMIZED STRATEGIES FOR business owners and entrepreneurs.
As financial advisors and entrepreneurs ourselves, we understand the challenges business owners often face and have helped many new, growing and mature businesses on their financial journey. Working with you as a partner in your success, we’ll take the time to understand your goals and help you address a wide variety of needs, including asset protection, cash management, employee retention, insurance and financing.
We can also help you prepare to sell your business, even if you don’t plan on making that decision for years, and can work with you on succession planning and, of course, your own retirement. In addition to our own experience and financial knowledge, we have access to all the resources of Raymond James, one of the country’s leading financial services firms. Best of all, you’ll enjoy the confidence of knowing you have a single, trusted source for financial advice – and more time to devote to growing your business.
Services Include
- Retirement Plans
- Personalized Wealth & Investment Management for Business Owners
- Risk Management
- Banking & Lending Solutions1
- Insurance & Annuities2
- Estate Planning
- Charitable Giving
- Cash Management
1 Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.
2 Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.
