wealth management FOR FAMILIES AND INDIVIDUALS
Perhaps you’re just starting out, and you’re prioritizing your children’s future education or mitigating financial risk with life insurance. Or maybe you’re putting the finishing touches on a lifelong career, and you’re ready for the exciting independence that a well-planned retirement may afford.
No matter when we meet on your journey, our team is ready to guide you through a lifetime of financial evolution. Our access to technology, research, and specialized knowledge allows us to nimbly adapt to your needs and objectives. You’ll spend a lifetime building a legacy — let our prudent approach help you make the most of it.
OUR Services Include:
- WEALTH MANAGEMENT / ACCUMULATION / TRANSFER / MONITORING
- EDUCATION SAVINGS PLANNING / CHILDREN & GRANDCHILDREN
- GOAL PLANNING & MONITORING / RETIREMENT SAVINGS / RETIREMENT CASH FLOW ANALYSIS
- BANKING AND LENDING SOLUTIONS
- RISK MANAGEMENT / COMPREHENSIVE INSURANCE PLANNING / LIFE / LONG-TERM CARE
- LEGACY / ESTATE PLANNING & CONSULTING
- LIABILITY PLANNING
- COORDINATION WITH TAX PROFESSIONALS AND ATTORNEYS / LEGAL ADVISORS
- CONSULTATION ON IMPORTANT DECISIONS / LIFE EVENTS
- ALTERNATIVE INVESTMENTS*
*Investor qualification may be required.
Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. are affiliated with Raymond James Bank, N.A., a federally chartered national bank.
