Whether we’re helping a client find a steady stream of retirement income or analyzing the portfolio of a small business owner, we approach each undertaking with a commitment to quality guidance and a dedication to financial partnership.

Business owners

Owning your own business can be both rewarding and challenging. There are many ways we can help with these complexities, from business succession planning to designing ways to reduce risk. Read More

You can also turn to us for the banking, lending and cash management services vital to your business. Through Raymond James, we also offer advisory services related to public offerings, mergers and acquisitions, as well as restructurings.

We understand the challenges business owners often face and have helped many new, growing and mature businesses succeed. Most importantly, we recognize that your business is unique and we can serve as a single, trusted source for financial advice – leaving you more time to devote to the growth of your business.

Retirees

When it comes to planning for and living in retirement, patience and discipline are much more than virtues – they’re necessities. While many people seem to think in terms of that single date, we’re quick to point out that the most important part of retirement is all the days that come after day one – because today’s retirements are more active, more complex and longer than ever before. Read More

We help our clients plan for all the goals and stages of a full, long-term retirement. We help them understand how important it is that income not simply last, but grow. And we help them with strategies designed to help minimize risk and maximize returns.

Here, we approach retirement planning with patience, discipline and reason. We filter out the things we can’t know, carefully analyze the things we can and help you develop a unique financial plan for your retirement – from day one on.

Estate Planners

Estate planning is not just for retirees. Having a plan in place so that your wishes will be carried out is important at any stage of life – and it puts you in the driver’s seat. Read More

We can team up with your legal and tax advisors to help create a plan designed to safeguard your legacy. We contribute knowledge of registering and titling assets that can help ease a transfer of wealth to create a lasting legacy.

Corporate Executives

Executives face many complex issues in managing their personal finances, including diversifying their portfolios and knowing how to best handle owning a large concentration of company stock. Read More

Our team specializes in providing consulting services to successful corporate executives on a variety of these key issues, including pension programs, deferred compensation, concentrated stock positions, corporate benefits and stock options. We take care of the details to help you rest assured that your loved ones will be provided for.

Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Scheff Thompson Cress Investment Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. 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.
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