Our clients are a diverse group ranging from individuals and families to businesses. We recognize the differences in the lives and business of our clients and we are committed to providing personal financial guidance.
As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you. As your financial guide, we help you further your own brand of success by giving you the confidence to focus on what you do best.
As an executive, you spend your time and energy between the office and home, with little to spare. You know your personal portfolio deserves that same level of dedication and high-level thought. With us as your partner, we strive to give you the confidence of knowing we are guiding you on the straightest path to your financial objectives.
Whether you’re looking for assistance in overseeing your current plan or implementing a new one, our team offers the attention and resources to guide you through every step, helping you distinguish among seemingly endless investment options, stay current with regulations and fiduciary responsibilities, as well as educate plan participants on their options.
We are well-versed in the singular challenges faced by endowments and nonprofits, and understand the responsibilities required to manage significant assets, while adhering to your organization’s mandate. We also understand the importance of your work and your desire to uphold your foundation’s mission in the years to come.
We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.
As a healthcare professional, you’ll need personal and professional financial guidance as you build and grow your career. You’ve worked hard to care for others, as have we. We understand your unique needs to protect against liabilities and other risks; preserve your assets from excessive taxes; mitigate the effects of healthcare cutbacks; manage education debt and, finally, pursue financial independence. You also have other priorities to save for – a home, a family, retirement – while facing healthcare reform, rising malpractice premiums and reduced insurance payouts. We understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future.
Farmers and cattle ranchers are hardworking folks. As a result of working the land, they have unique financial concerns and needs. They face risks such as unpredictable weather, volatile market conditions and livestock health that can result in less-than-projected production levels or profits and a higher need of raising capital.
They are also concerned with the future of their farm or ranch. Are there family members that can take the reins, should they sell or contract their property, or rent or lease their land or equipment? A related issue is then how can they have an income source to fund their retirement?
At Dupré Financial Group of Raymond James, we are well-versed in guiding farmers and ranchers through these essential financial and estate planning matters, and can collaborate with your banker, accountant and attorney to help develop a cohesive and comprehensive plan.
Dealing with sudden windfalls from fracking
A latest development, of course, are farmers and ranchers who receive sizeable monthly royalties for allowing energy companies to drill on their land. It is certainly exciting to experience sudden money, but with it can come significant financial, tax and emotional issues that, if not properly dealt with, can cause this sudden wealth to disappear as quickly as it came. We help farmers and ranchers manage their assets and prioritize their spending to help ensure that their newly gained wealth can serve them well over the long term.
Changes in tax laws or regulations may occur at any time and could substantially impact your situation. You should discuss any tax or legal matters with the appropriate professional.
We also offer a full range of financial services
We are well-equipped with the knowledge and services to address the financial priorities in your successful life – from managing and preserving your wealth, to leaving a legacy for your loved ones.