Partnering for your financial health

Understanding the unique issues you face, we can help you make smart decisions now to prepare for the future. By creating a plan to help preserve your assets, our team thoughtfully serves the needs of healthcare professionals.

Through comprehensive financial planning, we customize our guidance to help you manage and keep more of the wealth you’ve worked so hard for so you can focus more on what you do best.

Managing risk effectively

Addressing every important aspect of your practice and personal life, we design your custom wealth management plan with an eye on risk management. We plan for the “what ifs” in life, working with you to discuss where your risk lies. We then develop scenarios to manage for the unexpected with a robust understanding of Medicare, asset preservation and tax concerns. Through regular portfolio, insurance and estate plan reviews, we aim to keep your objectives on track – even when the unexpected happens.

Please note: changes in tax laws or regulations may occur at any time and as financial advisors of Raymond James, we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Goal Planning & Monitoring

A visual and collaborative financial planning tool, this software helps us align financial decisions with your vision of retirement and other highly personalized goals such as education planning and philanthropic needs. This powerful resource, used in conjunction with our deep planning experience, helps us ensure that your goals and our strategy for pursuing them are well-defined.

The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.

Asset preservation

Providing an important layer of safety for you, your family and your business, our team can build a protective cushion with life insurance and help preserve your estate with long-term care insurance. Also, by collaborating with your other qualified advisors, we can create family limited partnerships or asset-preservation trusts, secure umbrella insurance coverage and help you find solutions for dealing with managed care reimbursement cutbacks and rising practice expenses.

Tax minimization strategies

Working with you and your other professional advisors can help minimize the impact of taxes. We often collaborate with your accountant to help develop and implement strategies designed to lessen or shift current and future tax liabilities.

Please note: Changes in tax laws or regulations may occur at any time and as financial advisors of Raymond James, we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Longevity planning

Through careful retirement income planning and disciplined investing, we can plan for the money you need to live in retirement – to help preserve your wealth and maintain your lifestyle. Our team can create a plan for sustainable monthly withdrawals from your investment portfolio and design your plan around wealth management needs such as income projections, distribution planning, estate and legacy planning, and life insurance or long-term care needs.