Well-Reasoned Financial Guidance for Every Calculated Move

There is much more to your life than simple transactions and returns. Similarly, there’s more to financial planning than just a portfolio and a retirement strategy.

We take a disciplined and coordinated approach to managing and preserving wealth, addressing the complexities and issues unique to individuals and families who have accumulated a substantial level of assets.

We help you plan for all the goals and stages of a full, long-term retirement. Because people are living longer today, the possibility of going 30 years without a paycheck takes careful planning and disciplined investing.

If your goals include providing for the future of a child or grandchild, we can help you explore your options and develop an education funding strategy.

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 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.

Through the resources offered by Raymond James, we can help you create a charitable giving plan that not only helps the organizations you are passionate about, but also has the potential to generate personal tax benefits and further your overall wealth management plan.