A breath of services to serve a variety of needs

We offer a vast number of services to help you reach your personal and family financial goals. 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 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.

Wealth Management

How you define wealth management matters. We believe that successful wealth management requires maintaining clear and open communication with our clients. Transparency creates trust, which helps you feel more confident about how we oversee the assets in your portfolio. Whether you take a hands-off approach to investing or want to be involved in every decision, our advisors remain ready to guide you through every step of our process.

Risk Management

Most investors have three goals — to build, preserve, and distribute their wealth. Risk management works to help preserve what you’ve built, providing you with the comfort of knowing that not all of your financial eggs sit in one basket. Our team will help you identify and understand the risks associated with your assets, age, profession, personal behaviors, and health so we can develop a strategy designed to help mitigate loss from the unexpected. Through careful planning comes confidence.

Tax Planning

Tax preparation is both a burden and a hassle, but too many people treat taxes as something that needs doing rather than as an opportunity to protect their finances further. A successful strategy will work to minimize your tax burden and strengthen your portfolio. Maximizing charitable giving, retirement income, capital gains, and asset location can reduce what you owe Uncle Sam come April. Our team will work with you and your tax professionals to develop a customized plan to help you to enjoy the best possible tax outcome.

Value Added Services

We provide more than the industry’s best financial planning services. We offer a full range of additional services designed to provide our clients with invaluable insights. From educational forums on topics such as Social Security to our podcast and blog, we offer the knowledge needed to help make your wealth management goals a reality.

Estate Planning

Estate planning is about creating a safety net that protects loved ones and your lasting legacy. Making important decisions now, such as who will inherit your wealth and manage your estate, will ensure a smooth transition during probate or incapacitation. Our team helps guide clients through the estate planning process by providing valuable insights and referrals to help prevent costly missteps that can impact what you leave behind.

Cash Management

It’s your money, and you should have access to cash when needed. Cash management and the ability to liquidate assets quickly are part of any successful financial planning strategy. Our team provides fast and reliable support when managing the inflow and outflow of cash in your portfolio. We will work with you to determine the adequate cash position to be maintained so that whenever the need arises, you’ll have the money to deal with any contingency.

Philanthropy

We will help determine and establish your philanthropic goals and provide detailed information on charitable organizations. We collaborate with you to evaluate and structure charitable contributions that allow you to give freely while maximizing impact and tax savings. From donating to an alma mater to establishing your own charitable fund, our team will provide the tools needed to make a meaningful difference.

Retirement Planning

It’s never too early to start saving for your golden years, and the earlier you start, the more time your money has to grow. A solid retirement strategy requires considering your current lifestyle and future goals while remaining diligent in sticking to the plan. You didn’t grow your wealth by making poor financial decisions, so why jeopardize your retirement by not taking the proper steps to help ensure you and your family will be taken care of when it matters most?

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Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.