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Van Pearcy's Wealth Services Team

They say things are bigger here – the land, the sky, the success. But we believe the biggest things the Southwest has to offer are the ideas, the compassion and the potential of the people who call it home.

And that's where we focus our expertise: on helping great people plan for the big things – their families, their communities and their futures.

We've spent 30 years providing straightforward, personalized, and comprehensive financial planning and wealth management for every stage of life.

Click each heading for the services we provide for your status on your lifetime journey.

YOUNG ADULTS / EARLY CAREER / EARLY FAMILY
  • Goal-Based Financial/Savings Strategies
  • Periodic Investment Plans
  • Debt Reduction Planning
  • Life Insurance
  • Estate Planning
  • College Savings
  • Mortgages*
MID-CAREER / PRE-RETIREMENT
  • Goal Planning-Retirement Cash Flow/Savings Analysis
  • Investment Management-Asset Allocation (Taxable and Tax-Advantaged)
  • Long Term Care Insurance
  • Managed Portfolios (Goal-Based)
  • Annuities
  • Securities-Based Lending ‡
  • Estate Planning/Document Review
  • Alternative/Private Placement Investments**
  • Transition Management for Employer-sponsored Plans (Pension, 401(k), etc.)
  • Charitable Giving
POST-RETIREMENT
  • Goal Planning & Monitoring
  • Retirement Income Planning (Taxable and Tax-Advantaged)
  • Cash Flow Review/Analysis
  • Investment Management-Asset Allocation (taxable and tax-advantaged)
  • Alternative/Private Placement Investments**
  • Required Minimum Distributions (RMDs)
  • Beneficiary Review/Updates
  • Estate Planning/Document Review
  • Charitable Giving
ESTATE / LEGACY PLANNING
  • Estate Planning Services
  • Estate Settlement Services ‡ ‡
  • Liability Planning ‡ ‡
  • Trust Management Services ‡ ‡
  • Family Foundations/Donor-Advised Funds
  • Family 2nd-to-Die Insurance Services
YOUNG ADULTS / EARLY CAREER / EARLY FAMILY
  • Qualified Plans-401(k)/457/403(b), Defined Benefit, Profit Sharing
  • Qualified Plan Trustee Fiduciary Compliance
  • Deferred Compensation, Stock Options, etc.
  • Key Person/Buy-Sell Insurance
  • Securities-Based Lending ‡
  • Investment Banking
  • Covered Call-Writing/Options Contracts***
  • Legacy Planning
ENDOWMENTS / INSTITUTIONS
  • Investment Policy Review/Development Assistance
  • Asset Allocation Analysis/Guidance
  • Investment Search/Selection Assistance
  • Performance Reporting
  • Research and Due Diligence
  • Fiduciary Process Documentation/Education

* Raymond James Financial Services, Inc. and its advisors do not provide advice on mortgage issues, these matters should be discussed with a mortgage professional.

‡ A Securities Based Line of Credit may not be suitable for all clients. The proceeds from a Securities Based Line of Credit cannot be used to purchase or carry margin securities. Borrowing on securities based lending products and using securities as collateral may involve a high degree of risk. Market conditions can magnify any potential for loss. If the market turns against the client, he or she may be required to deposit additional securities and/or cash in the account(s) or pay down the loan. The securities in the Pledged Account(s) may be sold to meet the Collateral Call, and the firm can sell the client's securities without contacting them. The interest rates charged are determined by the market value of pledged assets and the net value of the client's account.

** For qualified purchasers and/or accredited investors.

‡ ‡ Raymond James Financial Services, Inc. and its advisors do not provide advice on tax or legal issues, these matters should be discussed with the appropriate professional.

*** Options involve unique risks, tax consequences and commission charges and are not suitable for all investors. When appropriate, options should comprise a modest portion of an investor's portfolio.