As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you. As your financial guide, we help you further your own brand of success by giving you the confidence to focus on what you do best.

You’ve honed the skills necessary to prosper in the marketplace, and lived the unceasing commitment that is running a business. Like all business owners and entrepreneurs, you’ve learned that your personal and professional lives may intertwine in ways you had not anticipated. As your guide, we help you see all angles of the bigger picture – important things like passing on a legacy to the next generation and helping to ensure your workers have options for retirement planning.

We help you cut through the complexity of your financial situation to create, implement and manage an all-encompassing plan designed to pursue your goals – personally and professionally. Our strategies capitalize on our deep resources and insightful analysis and are customized to your needs. The result is a balanced plan interwoven with the details of how you picture your life.

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.

Along with managing your business, most successful business owners have some of the following unique concerns:

  • The right company plan for your employees
  • The right company plan for you
  • A supplemental retirement plans for you
  • Liability protection for you
  • Insurance analysis - what should your focus be
  • Using your investments to create your own credit line

You also receive the following:

  • An assessment of what you can expect for your retirement income, matching up your must have expenses and your discretionary expenses to guaranteed sources of income and variable sources of income.
  • Asset allocation review and management of your current IRA, Roth IRA and company retirement plan accounts with an emphasis toward drawing income from the accounts.
  • Estimation of secure retirement income sources like social security, pensions and annuities.
  • Projection of funds to supplement your secure retirement income plans for your discretionary expenses.
  • Compete analysis on setting beneficiaries for each account, what could be owned in a trust, what could have direct beneficiaries, what are the tax implications of all the strategies.
  • Insurance analysis
  • Assessment of other goals like saving for children’s or grandchildren’s education

Using our experience since 1992 in working with legal professionals may be beneficial to you in accumulating, managing, preserving and finally distributing the wealth you build. Call us at 480-503-1084 to schedule your complimentary, no obligation consultation.
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For matters personal and professional, we strive to offer guidance that covers all angles.

Related Resources

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.