Helping women investors make the most of all life has to offer
A financial partner for families & Individuals
Our team serves successful families and individuals seeking a well-designed financial plan for addressing essential priorities, including funding their children’s college educations and preparing for retirement.
Our team’s ongoing goal is to serve as your financial advisors for life, helping you manage and preserve your wealth, and building your legacy – so you are free to focus on the things in life that matter most. We serve many multigenerational clients, including their children and grandchildren, who are often working with an advisor for the first time.
-
A hypothetical scenario: Pete, the patriarch of his multigenerational family
Pete is a professional and long-time client. He wanted a plan that would enable him to not only transfer his wealth to his children and grandchildren someday, but his values and attitudes toward responsible investing as well.
What we would do: We would build relationships with his children and grandchildren at an early date to facilitate an opportunity for providing the trusted financial guidance Pete has enjoyed over the years. When the time came, we would help foster a seamless transition of wealth – and work to help ensure that the next generations of Pete’s family continued on with the family traditions he had shepherded.
This investment profile is hypothetical and not indicative of any specific situations or clients. It is presented only as an example and not intended as investment advice. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
Changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. Investors should consult a tax professional for tax advice specific to their situation.
