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    131 2nd Ave N Ste 200 Jacksonville Beach, FL 32250-6954 T: 904.246.0346 F: 904.246.0274
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Customized strategies for business owners and entrepreneurs

  • Business Planning

    If you own a business, you are faced with additional challenges and opportunities. We can evaluate and determine the appropriateness of:

    • Buy/sell planning and agreements
    • Qualified retirement plans
    • Employee benefits
    • Deferred compensation
    • Key person retention
    • Family partnerships
    • IPOs
    • Life insurance
    • Succession planning
    • Access to capital markets

    Click here to learn more about transferring your business.

  • Retirement Business Planning

    Retirement Plan Solutions are for Business Clients and their Employees. We understand how business owner pockets are being pinched and how their job is to run a business. We want to help navigate the waters of the industry so business owners can offer retirement plans to increase employee loyalty and to solidify their company philosophy that “they care for their employees’ futures.” We strive to present information in a straightforward, understandable manner so that together, we can help determine the appropriate options available for your business. And then, help you educate your employees, so they can experience the benefits you offer them.

    Retirement planning can provide many benefits and can be made easy. Below are the services we offer.

    Retirement Process Chart

  • Executive Planning

    Recruiting, retaining and rewarding top executive talent is a difficult task. Typical employee benefits are insufficient. We can help you design and implement compensation and benefit plans for your key employees that will be friendly to your balance sheet and help keep your top talent.

    Please click here to learn more about concentrated equity strategies.

Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. are affiliated with Raymond James Bank, N.A., a federally chartered national bank.

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Create a Vibrant Future

  • 131 2nd Ave N Ste 200 Jacksonville Beach, FL 32250-6954
  • T 904.246.0346
  • F 904.246.0274
  • Map & Directions
  • Map & Directions
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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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Beachside Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

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