Building on the success of Business Owners
As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you. As your financial guide, we help you further your own brand of success by giving you the confidence to focus on what you do best.
You’ve honed the skills necessary to prosper in the marketplace, and lived the unceasing commitment that is running a business. Like all business owners and entrepreneurs, you’ve learned that your personal and professional lives may intertwine in ways you had not anticipated. As your guide, we help you see all angles of the bigger picture – important things like passing on a legacy to the next generation and helping to ensure your workers have options for retirement planning.
We help you cut through the complexity of your financial situation to create, implement and manage an all-encompassing plan designed to pursue your goals – personally and professionally. Our strategies capitalize on our deep resources and insightful analysis and are customized to your needs. The result is a balanced plan interwoven with the details of how you picture your life.
- Retirement Plans
- Personalized Wealth & Investment Management for Business Owners
- Risk Management
- Banking & Lending Solutions1
- Insurance & Annuities2
- Estate Planning
- Charitable Giving
- Cash Management
1 Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.
2 Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
Business Owner Case Study
Client: Fred is a successful business owner who didn’t have the time to give his investments and other important financial matters the attention he knew they required.
Course of action: We would meet with Fred to learn about his goals, financial situation, investment experience and risk tolerance. We would also discuss priorities important to business owners, such as tax liabilities, succession planning, employee benefits and the implications from the eventual sale of a business. We would work with Fred’s tax and legal advisors to develop a comprehensive wealth management plan that included retirement and estate planning, charitable giving, trust services and funding college for his children. When the time to sell his business and retire was nearing, we would introduce Fred to a business valuation specialist to help him maximize the value of his company.
This hypothetical example is for illustrative purposes and is not representative of any actual experience. Individual results will vary. This is not a recommendation and you should consult with your financial advisor for advice based on your personal situation, financial goals and objectives. Raymond James does not offer tax or legal advice. Please consult the appropriate professional before making any decision that may affect your tax or legal situation.
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Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.