Caring for you as You Do For Others

Your busy practice means you have limited time to devote to your finances, but it also enables you to be selective when it comes to choosing the right wealth manager. Whether you’re caring for patients, working with office staff or dealing with stacks of paperwork, you just don’t have the time to give your financial plan, your investment portfolio or your retirement program the thought they – and you – deserve.

We understand the many important financial matters healthcare professionals must address, including preserving assets from liability risk, tax planning, managing cash flow, managing education debt, valuating a firm or practice for purchase or sale and, ultimately, enjoying financial independence.

Our team works hard to help you achieve your goals based on a comprehensive understanding of your finances, your values and your objectives. Our practice is based upon reliable advice and service, and designed to help you develop a program to preserve your family’s lasting legacy. We work closely with you to develop and implement a comprehensive personalized financial plan together with an investment portfolio constructed specifically with that plan in mind.

Raymond James & Associates, Inc. does not provide tax or legal services. You should discuss any tax or legal matters with the appropriate professional.