Entrepreneurs and Business Owners
Entrepreneurs and business owners know all too well that success requires skill, time and a rational temperament. As business owners ourselves, we at SOUND Wealth Management Group are acutely aware of the dedication and hard work required to ensure measured growth and positive results of your business.
Although entrepreneurs may take risks in disparate industries, they share a common need to balance long-term investment goals with results to ensure a sustained lifestyle and/or a family legacy. As with most business owners and entrepreneurs, your personal wealth is intertwined with your company, so you may require liquidity solutions and/or have a need to establish a plan for the eventual transfer of wealth required to fund your retirement. SOUND Wealth Management Group works with entrepreneurs and business owners through every stage of their business evolution, from evaluating and obtaining the first loan to analyzing exit strategies, and offer a myriad of solutions along the way.
SOUND Wealth Management Group takes the time necessary to understand you, your business and your family dynamics, in order to become a trusted third-party, provide thoughtful counsel and help you address a wide variety of important needs. Some of these needs may include asset protection, cash flow management, tax planning, employee retention, insurance and financing. Coupled with the resources of Raymond James – one of the country’s leading independent financial services firms – SOUND Wealth Management Group works with your network of professionals (such as attorneys and accountants) to develop a SOUND wealth management plan that may also include succession objectives. The assurance of knowing that you have a trusted source for financial advice allows you to devote more time to your business.
The "unknowns" should always be considered, and SOUND Wealth Management Group will work with you to preemptively model a variety of strategic and dynamic plans and evaluate the potential effects. We will analyze your business model with "what if" scenarios to test probabilities of attaining your financial goals against varying income levels, future expenditures, partnerships, and retirement date while regularly evaluating the results.
As an Accredited Investment Fiduciary® (AIF®), Gary has the training to implement a prudent process into the investment practices of SOUND Wealth Management Group. SOUND Wealth Management Group is overt and forthcoming with investment management.
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Raymond James Financial Advisors are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.