A comprehensive financial plan can make a world of difference. Whether you run a small business, are planning for your retirement or need advice on executive transactions, we can develop a strategy to help achieve your financial goals. Click on the links below to learn more about our financial planning services.
By allocating your assets to a diverse variety of sectors and investments, we attempt to increase the likelihood of generating a more consistent, positive return over the long term.
Asset allocation does not ensure a profit nor protect against loss.
Whether it’s providing income for a spouse, educating children or grandchildren or leaving money to your favorite charity, proper estate planning can help ensure that your assets accumulated over your lifetime are preserved for the use you have intended. We can offer financial strategies designed to efficiently manage the transfer of wealth from one generation to the next, and mitigate related tax issues.
There is more to your life than simple transactions and returns. Similarly, there’s more to financial planning than just a portfolio and a retirement strategy, so we look at planning through a wide lens and develop strategies designed to pursue your short- and long-term goals.
Because people are living longer today, the possibility of going 30 years without a paycheck takes careful retirement planning and disciplined investing. Once in retirement, preserving your wealth and maintaining your lifestyle are likely among your highest priorities. You aspire to stay in your home as long as you want and be able to leave behind the legacy you had envisioned. We can help you prepare for this most significant milestone in life.
If your goals include providing for the future of a child or grandchild, we can help you investigate your many options and develop an education funding strategy. We can help you provide for this opportunity with investment vehicles such as Coverdell education savings accounts, 529 college savings accounts and specialized trust vehicles.
Because insurance helps protect you in case of accident, illness, disability or death, it plays a crucial role in your comprehensive financial plan. Through Raymond James, we can provide quality insurance alternatives that can offer a layer of safety for you, your family, your business or your organization.
Your firm has recognized the contributions you have made to its success by granting you options to purchase company stock. We can help you carefully consider decisions regarding your stock options, such as timing the exercise, how to complete the transaction and choosing to hold or sell the acquired shares.
Raymond James is a full-service investment bank with national and international capabilities. Comprising more than 500 capital markets professionals, Raymond James is one of the most highly regarded middle-market equity offering and advisory practices in investment banking today.
We take a tax-sensitive approach to financial planning and work with you and your other professional advisors – accountants, tax attorneys – to help minimize the impact of taxes.
Please note: Changes in tax laws or regulations may occur at any time and as financial advisors of Raymond James, we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
The rewards of providing uncommon vision and leadership can be significant, but with them often come unique challenges and risks, such as highly concentrated stock positions.
We can help you with many different executive transactions, including employee stock ownership plans, cashless stock option exercises, rule 144 executions, 10b5-1 sales plans and hedging and monetization for concentrated equity positions. In addition, we can assist with corporate solutions such as share repurchase programs, corporate cash management, executive benefit platforms and retirement programs.
An innovative new financial planning software solution from Raymond James, Goal Planning & Monitoring enhances the collaboration in the financial planning process. This effective tool can help align financial decisions with your unique vision of retirement and other highly personalized goals.
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Hinson Financial Group, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC / Legal Disclosures / Privacy, Security & Account Protection / Terms of Use
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