We addressed a business owner’s complexities and simplified his life
A business owner referred to us by one of our clients owned a number of successful businesses, as well as residential and commercial real estate. After decades of having other professionals provide incomplete and inadequate advice, he came to us. Our team quickly identified a number of problems, including no preservation of assets for future generations, major estate tax liabilities, portfolios that were not allocated in accordance with the client’s goals or risk tolerance, and no updated wills or estate planning documents.
Our team collaborated with a number of legal, tax and insurance professionals around the country and, within a matter of months, our client was able to stop worrying about the issues that plagued him for years. The satisfaction we get from helping others is why we love what we do.
The hypothetical example above is for illustrative purposes and is not representative of any actual experience. Individual results will vary.
A Winning Benefits Package Can Set Your Business Apart
Year-End Tax Tips for Businesses
Mentoring: The 15-Minute Game Changer
- Rogers Norton Wealth Management Group
- Portland, ME 3CT: 2 Portland Sq Ste 7 P.O. Box 425 Portland, ME 04101-4088
- T: 207.771.1800
- F: 866.597.3923
- TF: 866.680.1196
- Map & Directions
- Map & Directions
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 our 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.
© 2019 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Legal Disclosures | Privacy Policy | Terms of Use