A bird's eye view enables a well-coordinated plan

We believe that a spirit of collaboration is key in creating a comprehensive plan for the management of your wealth. As your financial advisory team, we have a bird’s eye view of your finances that allows us to effectively coordinate with your other professional advisors on areas such as estate and tax planning. For example, with your permission we can provide cost basis information to your CPA at tax time and give updates throughout the year on any event that can impact your taxes – and vice versa. We can also work with your estate attorney to make sure assets are titled properly and in line with your estate plan, and we have the resources of Raymond James at hand to help with other estate-related tasks.

We are committed to meeting regularly with your outside professionals to ensure a coordinated approach. Our emphasis is on you, the client, and making sure everything is working in harmony toward your financial goals.