Your unique requirements include protecting assets from liability risk, tax planning, managing education debt, independent contractor issues and, finally, achieving financial independence.
By collaborating with your other qualified advisors, we can create family limited partnerships or asset-protection trusts, and help you secure umbrella insurance coverage. Services we offer include:
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.