Customized strategies for BUSINESS OWNERS

As a business owner, you’ve built something you care about — and you want to see it last. We help you cut through the complexity of your financial situation to create, implement, and manage an inclusive plan designed to pursue your goals — personally and professionally.

Like all business owners and entrepreneurs, you’ve learned that your personal and professional lives may intertwine in ways you had not anticipated. As your guide, we help you see all angles of the bigger picture — important things like passing on a legacy to the next generation and helping to ensure your workers have options for retirement planning.

With 30+ years as a successful business of more than a dozen team members, we’re well-versed in the challenges and opportunities before you, and we’re ready to help you further your success by giving you the confidence to focus on what you do best.

OUR SERVICES INCLUDE:

• FAMILY & INDIVIDUAL PLANNING
• ACCESS TO OUR NETWORK OF ACCOUNTING, INVESTMENT BANKING, & LEGAL COLLEAGUES*
• SOLO & GROUP RETIREMENT PLANS
• WEALTH & INVESTMENT MANAGEMENT
• RISK MANAGEMENT
• BANKING & LENDING SOLUTIONS
• LIFE INSURANCE (PERSONAL, KEY MAN, BUY-SELL)
• ESTATE PLANNING WITH BUSINESS COMPONENTS
• CASH MANAGEMENT

Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. are affiliated with Raymond James Bank, N.A., a federally chartered national bank.

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