A breadth of services to serve a variety of needs

You’re not afraid to be true to yourself, and neither are we. We can take a different approach to financial planning that focuses on you as an individual.

How can you strive to preserve and manage your hard-earned wealth? How will your retirement unfold? Do you have enough to last? Through our experience and expertise, we can help you find the answers to these questions and a path toward your financial goals that’s right for you.

Our services are comprehensive and cover all phases of life, from honing in on retirement to planning for your children’s education. Whatever the milestone may be, we’ll be there to serve you.

Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.

We will work hand in hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.

Whether you already have one or more trusts in place or are considering creating one; whether you serve as your own trustee or serve as trustee on behalf of someone else, we can help. Our services range from helping you identify, structure and manage the most appropriate type of trust, to assisting existing trustees in fulfilling their many fiduciary duties and serving as trustee. We work with our clients existing trust and can also utilize Raymond James Trust services Corporate Trust - Case Study (see PDF documents above).

We can help make charitable giving part of your retirement plan. Whether you want to have an income stream via a Pooled Income Fund or a Charitable Gift Annuity or you would like to set up a Donor Advised Fund or a Private Foundation. We can help you create a legacy. See an example of how one investor made altruism part of his retirement plan Donor Advised Fund - Case Study (see PDF documents above).

Should you file at age 62? Should you wait until Full Retirement Age? What other options are available? We will analyze your personal situation and provide recommendations for when you should file for Social Security.

We will analyze your current insurance policies to ensure your coverage appropriately matches your family needs and your retirement goals. Insurance products include Long Term Care; Annuities; Life and Disability Life Insurance Made Simple.

Often, the very asset that has led to the creation of significant wealth can pose the biggest risk. A large inheritance may come in the form of a significant position in a single security. A sale of a closely held business for shares of a publicly traded company is increasingly common. We can present several strategies and work with you and your tax advisor to determine which is the best course to mitigate your risk.