Customized strategies for business owners and entrepreneurs
As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you. As your financial guide, we help you further your own brand of success by giving you the confidence to focus on what you do best.
You’ve honed the skills necessary to prosper in the marketplace, and lived the unceasing commitment that is running a business. 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.
We help you cut through the complexity of your financial situation to create, implement and manage an all-encompassing plan designed to pursue your goals – personally and professionally. Our strategies capitalize on our deep resources and insightful analysis and are customized to your needs. The result is a balanced plan interwoven with the details of how you picture your life.
Services Include
- Retirement Plans
- Personalized Wealth & Investment Management for Business Owners
- Risk Management
- Banking & Lending Solutions1
- Insurance & Annuities2
- Estate Planning
- Charitable Giving
- Cash Management
1 Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.
2 Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
Business Owner Solutions
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We have the expertise and ability to structure customized retirement plans designed to help reach the goals of you and your employees.
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One of the most rewarding aspects of building a successful business is the ability to pass it on to the next generation or sell it. Like you, we are entrepreneurs. We understand your position and offer a distinct perspective, as well as an professional group of strategic, professional partners, including the Raymond James Wealth Solutions Group, to assist in developing your succession strategy.
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As a business owner, you have enjoyed many successes in life. The significance of a life well lived is a legacy well planned. We invest time in listening very carefully to your goals and objectives for that wealth transfer. We can take the lead advisor role as we invest more time in working closely with you, your CPA, your attorney and your loved ones. We work to help define a clear perspective of your goals and values and to put in place a strategic outline for maintaining your estate or passing it on to your beneficiaries.
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We have thoughtfully developed a time-tested approach to investing that utilizes stocks, bonds and cash as well as nontraditional and alternative investments to focus as much on risk as we do on return. With more than 100 years of experience, we are better prepared to help develop investment portfolios for our clients.
Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
