A closer look at Who we serve

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.

Our mission is to serve as your family’s financial advisors for life, handling all matters related to managing and preserving your wealth, and building your legacy – so you are free to focus on enjoying your life and the people important to it.

We have strategies designed to hedge, monetize, diversify or transfer assets, while mitigating tax implications. Our knowledge of tax-advantaged investments and the tax impact of specific transactions can help you and your family keep more of what you’ve earned. In addition, strategies designed to provide for those you care about, may also potentially generate personal tax benefits and further your overall wealth management plans. Whether funding college educations or making insurance plans to help protect your family, we’ll be here as your family builds, grows and changes into future generations.

Between the demands of work, life, and the complexities of your personal financial matters, planning for your own future can be challenging. Depending on whether you’re just getting started in your career or are a seasoned executive, you’ll have different needs at different stages of your life.

Right now, you may be more concerned with wealth accumulation or college planning, with retirement at the back of your mind. Working with us, all of your needs are at the forefront as we address both your short-term needs, such as advice on renting versus buying a home or tactics to fund a new car, and tomorrow’s goals, such as retirement and the generational aspects of investing.

Preserving your wealth, creating sustainable income throughout retirement and maintaining your lifestyle are probably your highest priorities. We can help you with wealth management needs such as income projections, distribution planning, estate and legacy planning, as well as other essential needs such as life insurance and long-term care insurance.

The shock of losing your spouse and continuing on without him or her is among the most life-altering and difficult challenges you’ll ever face, no matter your age. Even if you've always managed your household’s finances, the legal matters and financial questions that must be settled following your loved one's death can be overwhelming. It’s important to have a good support group around you – and we are more than willing to be part of it.

Losing a spouse has major financial implications – and they come precisely at a time of great emotional stress. There are also many decisions to be made regarding issues such as life insurance proceeds, Social Security and the retitling of financial accounts. You may be afraid of outliving your savings or not having sufficient income each month to maintain your lifestyle. We’re here to help you address and resolve these and all issues and concerns you may have, and to sit down with you to create a clear financial plan for moving forward with your life.