Customized strategies for business owners and entrepreneurs
We combine an understanding of the unique planning and personal needs facing attorneys to design specific strategies to address those needs.
You have limited time to devote to financial issues. We will deliver a comprehensive plan and design a custom communication schedule to fit your calendar.
You need a trustworthy firm. We have over 30 years of experience and the vast resources of Raymond James Financial Services, Inc.
Cash flows can be erratic. Our advisors’ process can help establish smooth, automated cash flows.
You need a succession plan for the practice. We can help put a professional advisor team together to quantify objectives, uncover needs, and help maximize the market value while mitigating tax issues.
References are available upon request.
Raymond James does not provide tax or accounting services.
