Caring for your financial future
As you care and treat your patients daily, how often do you wonder when it’s time for someone to apply the same level of service and care to you and your life? We understand that as a medical professional you are pulled in many different directions, and most often client needs and administrative responsibilities tug you away from the proper financial planning you know you need.
The good news is that you don’t have to manage your financial future alone. With a robust understanding of Medicare, asset preservation and tax bracket concerns that can take away from your bottom line, we can help create a custom plan with an eye on risk management. By looking at your total financial situation, we can work toward helping you keep more of the wealth you’ve earned. We can help with:
- Comprehensive financial planning
- Managing tax, liability and risk exposure
- Family wealth counseling
- Estate planning
- Philanthropic planning
- Business succession planning
- Retirement planning for you and your employees
- Cash management and lending
Please note: changes in tax laws or regulations may occur at any time and as financial advisors of Raymond James, we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
The Strength of a CFP
Taking a holistic view of your life to understand how your money plays into it.
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. InvestPro Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.