Our clients are a diverse group ranging from individuals and families to businesses. We recognize the differences in the lives and business of our clients and we are committed to providing personal financial guidance.
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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 advisor, 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 money management to create and execute 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 comprehensive plan interwoven with the details of how you picture your life.
Services Include
- Business Sales and Valuations
- Retirement Planning
- Personalized Wealth & Investment Management for Business Owners
- Risk Management
- Banking & Lending Solutions
- Estate Planning
- Charitable Giving
- Cash Management
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Whether you’re looking for assistance in overseeing your current plan or implementing a new one, our team offers the resources to guide you through every step, helping you distinguish among seemingly endless investment options, stay current with regulations and fiduciary responsibilities, keep fees in check, as well as educate plan participants on their retirement planning options.
Having partnered with institutions of varying sizes and industries, we understand how important it is to maximize plan benefits while staying tax efficient. We utilize strategies designed to ensure your plan serves both your needs as an institution, as well as those of your constituents.
Your responsibilities are substantial, and – without additional support – your duties as a plan sponsor can easily absorb precious time. We aim to serve as a seamless extension of your office, providing the support necessary to allow your leaders to focus on growing and advancing your business. Through every phase, we work closely with you to help ensure your retirement plan remains aligned with your preferences as an institution, always propelling you toward your corporate mission.
A typical misconception about this level of service is that is has to be expensive. However, benchmarking your plan allows us to ensure you’re not paying higher fees than the average plan.
We have experience establishing and overseeing a variety of qualified retirement plans and non-qualified deferred compensation plans.
Services Include
- 401(k) Plans
- 401(k) Profit Sharing Plans
- Simplified Employee Pensions (SEPs)
- SIMPLE IRAs
- Safe-Harbor 401(k) Plans
- Owner Only/One-Person 401(k) Plans
- Profit Sharing Plans
- Age-Weighted/Comparability Profit Sharing Plans
- Defined Benefit Pensions
- Third-Party Administration (TPA) Partnership
- Traditional IRAs
- 401k Rollovers
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As a fiduciary, the assets and responsibilities you manage are significant. Our Raymond James team understands the intricate needs and complexities of institutions, and has the breadth of capabilities and tenured experience to implement effective financial strategies and portfolios.
Our financial advisors are committed to creating a custom investment plan aligned with your goals, and take a disciplined approach that allows you to focus on meeting your mission. Our thorough process begins by identifying institutional-class managers and investment opportunities that are designed to align with your corporate profile and extends through managing, monitoring and rebalancing portfolios to support your ongoing success.
We offer pragmatic guidance in establishing corporate retirement plans, assisting with overall plan oversight and documentation. We are diligent in staying up to date with regulatory standards, helping sponsors manage fiduciary risk, while striving to optimize participants’ benefits at a reasonable cost.
We’re here to be your trusted partner in money management, and to alleviate and streamline your managerial responsibilities so you can focus on the things that matter most to you and your business.
Services Include
- Objective portfolio development and management
- Knowledgeable, on-going regulatory guidance
- Development of defined contribution and defined benefit plans
- Comprehensive insight for managing your fiduciary duties
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We are well-versed in the singular challenges faced by endowments and nonprofits, and understand the responsibilities required to manage significant assets, while adhering to your organization’s mandate. We also understand the importance of your work and your desire to uphold your foundation’s mission in the years to come.
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We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.
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Non-profit organizations require financial stability, supported by a reliable portfolio and consistent returns, to fund their mission over the long term. Our team has experience supporting values-driven business models for nonprofits, endowments and foundations, and we make it our mission to further the financial goals of our clients as best we can.
As financial advisors we offer strategic guidance to strengthen your financials and help your organization manage its assets efficiently. Whether you need assistance with planning, strategy, asset allocation, investment research or stewardship responsibilities, our team works alongside your own to develop plans that are designed to align with your corporate vision and philanthropic endeavors.
Our Raymond James financial advisors provide independent research and investment strategies to prudently develop a portfolio designed to support your needs while managing risk. We stay abreast of the latest tax regulations and investment trends, utilizing the bandwidth of our capabilities to help ensure your strategy is as streamlined as possible. In the end, our goal is to offer investment guidance and prudent portfolio management – with your mission in mind.
Services Include
- Investment Policy Review
- Asset Allocation Guidance
- Investment Manager Research and Selection
- Performance Reporting
- Retirement Plan Selection and Advisory
- Consulting and Education
- Risk Management
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With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.
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