Our client base ranges from institutions and retirees to middle-aged professionals with small children. Whether you fall inside or outside these categories – or if you’re in a category all by yourself – we have a range of services to help with your individual investment and financial planning needs. Our services include but are not limited to:
Because people are living longer today, the possibility of going 30 years without a paycheck takes careful retirement planning and disciplined investing. Once in retirement, preserving your wealth and maintaining your lifestyle are likely among your highest priorities. You aspire to stay in your home as long as you want and be able to leave behind the legacy you had envisioned. We can help you prepare for this most significant milestone in life.
For retirement resources and tools, click here.
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.
Our services are designed to help you manage and preserve your wealth and each can be customized to your needs and preferences. As with everything we do, we take a disciplined and coordinated approach to ensure all details are addressed in a cohesive manner, including collaboration with your other professional advisors such as your CPA and attorney. Components of wealth management include:
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Your company has recognized the contributions you have made to its success by granting you options to purchase company stock. Representing more than your company’s respect for you as a valued employee, stock options can help you develop a meaningful investment portfolio quickly, often with substantial gain.
We can help you carefully consider decisions regarding your stock options, such as timing the exercise, how to complete the transaction and choosing to hold or sell the acquired shares.
If you are a business owner, a business succession plan helps you address and resolve many important considerations. Should you transfer ownership to family members or employees or perhaps an outside party? Shouldn’t you have an orderly plan in place in the event of an incapacitating health event or death? How can I pull money out of the business in a tax-efficient manner? We help you answer these important questions and smooth the transition by building a solid business succession plan.
