Financial guidance for your walk in life.

As the owner of a professional practice, you travel a road comparable to that of a business owner. Your needs are similar but, because of the nature of your services, there’s a particular emphasis on risk management. You may have a small group of employees, so your retirement plan options for the business are more limited.

Your unique requirements include protecting assets from liability risk, tax planning, managing education debt, independent contractor issues and, finally, achieving financial independence.

By collaborating with your other qualified advisors, we can create family limited partnerships or asset-protection trusts, and help you secure umbrella insurance coverage. Services we offer include:

  • Comprehensive financial planning
  • Managing tax, liability and risk exposure
  • Family wealth counseling
  • Education planning
  • Estate planning
  • Philanthropic planning
  • Business succession planning

Please note: changes in tax laws or regulations may occur at any time and as financial advisors of Raymond James, we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.