Business Owners

Business owners face unique challenges. So, it is important that you work with a financial advisor with the experience and knowledge to work with you as your business grows and changes.

You are your business. You’re constantly on the go; and, you need someone you can count on to understand you AND your business and who can supply you with the tools and expertise needed to create a comprehensive financial plan. We understand that each business owner’s challenges are unique as well and work with our clients to implement strategies that are tailored to those unique needs and wants. And, since your personal wealth is tied in with the success of your company, you need someone with the knowledge and experience to navigate those distinct demands.

Below are just some of the strategies we can help you with:

  • Succession Planning
  • Exit Strategy
  • Tax Efficiency
  • Estate Planning for Business Owners
  • Business Retirement Plan
  • Business Protection Strategies
  • Business Lending Strategies
  • Business Owners Long-Term Care
6034 West Courtyard Dr., Suite 305 // Austin, TX 78730 P: 512.418.1700 // F: 512.418.1701 Map + Directions// After Hours
125 Lincoln Ave., Suite 200 // Santa Fe, NM 87501 P: 505.982.1904 // F: 505.982.1909 // TF: 800.233.4108

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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