We combine an understanding of the unique planning and personal needs facing attorneys to design specific strategies to address those needs. You have limited time to devote to financial issues. We will deliver a comprehensive plan and design a custom communication schedule to fit your calendar.
You need a trustworthy firm. We have over 25 years of combined experience and the vast resources of Raymond James Financial Services, Inc. Cash flows can be erratic. Our advisors’ process can help establish smooth, automated cash flows. A succession plan for the practice. We can help put a professional advisor team together to quantify objectives, uncover needs, and help maximize the market value while mitigating taxes.
We encourage you to ask some of your peers about the quality of our services.