You've worked hard to get to where you are today. That's why you need someone who will work as hard to help manage your wealth as you've worked to earn it. With our team's experience, and the support of Raymond James, we can help you implement strategies designed to grow and protect your assets over time. We'll take into consideration your present and future cash flow needs so your plan is designed to generate the income you'll need down the road while providing the ongoing funds to help you enjoy today.

You naturally want to ensure that the financial security you've worked for will remain intact for future generations. We'll work with you to develop a detailed estate plan to facilitate the smooth transfer of assets to your beneficiaries and minimize taxes where possible. In addition, we'll address your insurance coverage so you can be confident that your loved ones will be protected in any situation. While it's essential that you are involved in your ongoing financial planning process, we'll be there to continuously monitor each detail.

Knowing you have a trusted partner helping to manage your wealth prudently and in accordance with your wishes will allow you more freedom to enjoy other pursuits. Our services include:

• Wealth management and risk control,

• 401(k) and IRA rollovers,

• Retirement planning,

• Estate planning,

• Life insurance, and

• College planning

As a business owner, you know all about hard work and commitment. You've overcome challenges and achieved milestones along the way. Its only natural you want someone with that same understanding when it comes to getting the financial advice and solutions necessary to take your business to the next level.

That's where we can help.

We recognize that your business is unique. We will take the time to understand your goals and help you address a wide variety of needs, including:

• 401(k) and Profit Sharing Plans, 403(b),

• Asset protection,

• Cash management,

• Employee retention,

• Financing,

• Insurance,

• Retirement, and

• Succession planning.

In addition we have access to all the resources of Raymond James, one of the country's leading financial planning firms. Best of all, you'll have a single, trusted source for financial advice - and more time to focus on growing your business.

Winning isn't easy. It takes hard work … skill … dedication. The same can be said of creating a successful, long-term financial future. At The Walt Lunsford Advisory Group of Raymond James & Associates, we specialize in working with individuals who have built a career in and around the sports arena.

Long-term financial success requires a strong game plan. This is why we strive to learn as much as we can about you. We assist you in identifying your short and long term financial objectives, your tolerance for risk and your expectations. Then, together, we'll develop a comprehensive financial plan that focuses on your goals.

From portfolio management to wealth building strategies and asset preservation, our team offers a variety of alternatives and services including:

• Cash management,

• Risk management,

• Managed money,

• Alternative and non-correlated investments,*

• Private placements and initial public offering,

• Trust/estate planning,

• Education planning,

• Retirement planning, and

• Insurance.

* Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests.