Business Owners

Much good comes from small businesses. They employ about half of the workforce, and incubate new technologies and business methods. We can’t have a strong economy without successful small businesses.

As a business owner, you know how much hard work and commitment it takes. It’s only natural you want someone with that same understanding when it comes to getting the advice and solutions necessary to take your business to the next level.

That’s where we can help. We understand the challenges business owners often face and have helped many new, growing and mature businesses succeed. Most important, we recognize your business is unique.

Working with you as a partner in your success, we’ll take the time to understand your goals and help you address a wide variety of needs, including asset protection, cash management, employee retention, insurance, financing, succession planning and, of course, your own retirement.

You probably have all or more of your personal wealth invested in your business and you will one day want to translate it into an income stream to fund your lifestyle in retirement. It’s probably the biggest issue business owners face, and we are well versed in helping them make this most important transition.

In addition to our own experience and financial knowledge, we have access to all the resources of Raymond James, one of the country’s leading financial services firms. Best of all, you’ll enjoy the confidence of knowing you have a single, trusted source for financial advice – and more time to devote to growing your business.

Pyramid Icon

The investor’s chief problem and even his worst enemy is likely to be himself.
Benjamin Graham