As a business owner, you’ve overcome challenges and achieved milestones through your hard work and commitment. It’s only natural you’d want to work with someone who has the same level of understanding when it comes to getting the financial advice and solutions necessary to achieve more in your business.
As business owners ourselves, we understand the challenges you face and have helped many new, growing and mature businesses. 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:
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.
As a professional with a practice, you have needs similar to business owners, but with particular emphasis on risk management. You may have a small group of employees, so your retirement plan options for the business are more limited.
Your unique requirements include preserving assets, tax planning, managing education debt, independent contractor issues and, finally, achieving financial independence.
Our knowledgeable team is experienced in managing the financial issues that impact professionals. By collaborating with your other qualified advisors, we can help create family limited partnerships or asset trusts, secure umbrella insurance coverage and more.