Services

Our goal is to provide comprehensive planning services combined with knowledgeable advice to help you make the most informed decisions possible. The following summary of resources lists some of the ways we can help you prepare for the future. For more information on any of the services we offer, please contact us – we’re glad to answer any questions you have. 

Comprehensive Investment Planning

• Pre- and post-retirement planning
• Estate planning review and trust evaluations
• Insurance services
• Personal net-worth review
• Education funding strategies
• Income replacement analysis

Portfolio Management

• Fee-based portfolio management
• Asset allocation review
• Tax-advantaged investments and annuities
• Bond portfolio review

Retirement Plan Services

• Self-directed IRAs (Traditional, Roth and Roth conversion analysis)
• Coverdell Education Savings Accounts
• Required minimum distribution analysis
• Simplified Employee Pensions and Keogh plans
• 401(k), pension and profit sharing plans
• SIMPLE plans for small businesses
• Planning for lump-sum and periodic distributions

Access to Lending Services

• Mortgages/home-equity lines*
• Brokerage-secured lines of credit
• Personal credit needs
• Financial solutions for businesses

Comprehensive Asset Management

• Money market fund with check writing
• Visa^® debit and credit cards
• Automatic bill payment
• Access online/advanced technology
• Direct deposit

Services for Businesses

• Retirement plans
• Key person life insurance
• Disposition of proceeds on sale of business
• Buy/sell agreement analysis and business succession planning
• Corporate equity services (stock option exercise and sale programs)
• Rule 144 sales of restricted and controlled stock
• Personal and estate planning for executives

* Available through Raymond James Bank