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Tower Overlooking Bay

Services essential
to your financial life


Your financial needs change over time, from accumulating wealth to planning for retirement to making your money last as long as possible through retirement. One constant, however, is our ability to help you pursue your goals throughout your whole life. Through the full spectrum of financial services we offer, we can help you plan not only for a wide range of needs, but for the long succession of significant events that span your lifetime.

Preserving your wealth and maintaining your standard of living are among your highest priorities. Because people are living longer today, the possibility of spending 30 years in retirement requires careful planning and disciplined investing. We can create a plan for monthly distributions from your portfolio designed to preserve your principal. We can also assist you with longevity planning, required minimum distributions, income planning, tax strategies, proper account titling and beneficiaries, multigenerational wealth transfer, charitable giving, and asset protection and reallocation. Learn More

Goal Planning & Monitoring is a proprietary planning resource from Raymond James that can help align financial decisions with your vision of retirement and other highly personalized goals. 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. Learn More

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.

There’s much more to your life than simple transactions and returns. Similarly, there’s more to financial planning than just a portfolio and a retirement strategy. You have many things to plan for now, soon and well into the future, so we look at financial planning through a wide lens, and we develop strategies designed to keep you comfortable in the present while helping you reach your near- and long-term goals.

Our comprehensive financial planning services include:

  • Net-worth analysis
  • Cash flow planning
  • Strategic asset allocation
  • Retirement planning
    • Traditional IRAs
    • Roth IRAs
    • Qualified retirement plans
    • Company retirement plan rollovers
  • Education planning
    • Education savings accounts
    • 529 college savings plans
    • Custodial accounts
  • Trust and estate planning
  • Insurance and annuities
  • Liquidity and cash flow strategies
  • Tax planning and liability management

If your goals include providing for the future of a child or grandchild, we can help you investigate your many options and develop an education funding strategy. We can help you provide for this opportunity with investment vehicles such as Coverdell education savings accounts, 529 college savings accounts and specialized trust vehicles.

Whether it’s providing income for a spouse, educating children or grandchildren or leaving money to your favorite charity, proper estate planning can ensure that your assets accumulated over your lifetime are protected from misuse and preserved for the use you have intended.

Asset allocation is one of the most important single determinants of overall investment performance and risk.* Choosing the appropriate mix of asset classes can also reduce portfolio volatility. We make asset allocation a key component of our investment strategy, selecting a mix of asset classes that reflects your financial objectives, timeline and risk parameters.

*Asset allocation does not guarantee a profit or protect against a loss.

The rewards of providing uncommon vision and leadership can be significant, but with them often come unique challenges and risks, such as highly concentrated stock positions. We can help you with many different executive transactions, including employee stock ownership plans, cashless stock option exercises, rule 144 executions, 10b5-1 sales plans and hedging and monetization for concentrated equity positions. In addition, we can assist with corporate solutions such as share repurchase programs, corporate cash management, executive benefit platforms and retirement programs.

We’re here for our clients. It’s why we do all that we do, plain and simple.


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