Our team serves successful families and individuals such as professionals and corporate executives who understand the importance of having a well-designed financial plan for addressing essential priorities including funding their children’s college educations, and preparing for retirement.
Our team’s ongoing goal is to serve as your financial advisors for life, managing and preserving your wealth, and building your legacy – so you are free to focus on the things in life that matter most. Our team serves many multigenerational clients, including their children and grandchildren, who are often working with an advisor for the first time.
Our team’s ongoing goal is to serve as your financial advisors for life.”
The advisors on our team have years of experience in addressing important financial matters such as asset protection, tax planning, managing cash flow, managing education debt, and, ultimately, helping you achieve financial independence.
Family is important to our clients, so we take extra measures to truly understand their family dynamics and fulfill the wishes they have for their loved ones. We help our clients develop a legacy plan that not only provides for their family and the charitable causes they’re passionate about, but also has the potential to yield tax benefits and further their overall wealth management plan.
Many times, we find that a family’s wealth is concentrated in a single stock, received through inheritance or company benefits. We have strategies designed to reduce this risk, while also mitigating the tax implications. Whatever the need, we’ll be here for you throughout your life – and for the next generation of your family.
Pete is a professional and long-time client. He wanted a plan that would enable him to not only transfer his wealth to his children and grandchildren someday, but his values and attitudes toward responsible investing as well.
What we would do: We would build relationships with his children and grandchildren at an early date to facilitate an opportunity for providing the trusted financial guidance Pete has enjoyed over the years. When the time came, we would help foster a seamless transition of wealth – and work to ensure that the next generations of Pete’s family continued on with the family traditions he had shepherded.
This investment profile is hypothetical and not indicative of any specific situations or clients. It is presented only as an example and not intended as investment advice. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
Changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. Investors should consult a tax professional for tax advice specific to their situation.
2555 Meridian Blvd., Suite 180 | Franklin, TN 37067 | T: 615.905.4585 | F: 615.905.4819 | TF: 844.340.9322