Targeted Wealth Management Solutions

Significant wealth brings unique wealth management challenges, as well as more extensive investment alternatives and services. At Close Financial Planning, we offer specialized solutions to meet those needs.

Alternative Investments
The Raymond James Alternative Investments Group provides thorough research and selection of non-traditional alternative investments for potential inclusion in client portfolios. Using the services provided by this team, we offer access to a variety of investments that have historically demonstrated lower correlation to standard market indices, including hedge funds, fund of funds, managed futures, private equity and real estate, as well as equity exchange funds for large, concentrated equity positions and similar opportunities.

Asset Management Services
Because your lifestyle and financial needs are unique, Freedom portfolios encompass a wide range of investment strategies. From capital protection to asset growth, we will help determine which model is right for you based on your personal goals and risk tolerance.

Estate Planning Services
Reducing your tax obligation now and ensuring efficient transfer of assets and protection for your family in the future are likely among your personal objectives. Using the vast resources offered by Raymond James – including the specialized services provided by the Raymond James Trust Companies and insurance provider Planning Corporation of America – and working in conjunction with your other professional advisors, we can address your concerns and develop strategies intended to incorporate estate, trust and insurance solutions into your financial plan.

Additional Services
Through our relationship with Raymond James, we also provide access to extensive asset management services, fixed income strategies and solutions for companies and executives. In addition, for investors meeting certain qualifications, we can arrange a visit to the Raymond James headquarters in St. Petersburg, Florida, to provide in-depth information about the firm’s products, services and support available and meet directly with respected experts in a variety of areas.

* Alternative investments are available only to those who meet specific suitability requirements, including minimum net worth tests. Please review any offering materials carefully, and consult with your tax advisor or accountant prior to investing. There are special risks involved with alternative investments, including liquidity constraints, tax considerations, fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. There can be no assurance that any investment will meet its performance objectives.