Developing a strong financial foundation for professionals

As a professional or executive, you know that planning is key to running a successful company or practice. The same can be said for your financial future. However, between the demands of work and the complexities of your personal financial matters, planning for your own future can be challenging.

We serve executives and professionals who recognize the prudence in having a well-designed financial plan for addressing short-term needs for today, such as saving for their children’s college educations, and for tomorrow, such as retirement. Goal Planning & Monitoring, a proprietary planning software from Raymond James, further helps us to align financial decisions with your long-term personal and financial objectives.

We understand the many important financial matters professionals must address, including protecting assets from liability risk, tax planning, managing cash flow, managing education debt, valuating a firm or practice for purchase or sale and, ultimately, enjoying financial independence.

We also help corporate executives with many transactions, including stock option planning, cashless stock option exercises, rule 144 executions, 10b5-1 sales plans and hedging and monetization for concentrated equity positions. In addition, we can assist with corporate solutions such as share repurchase programs, corporate cash management, executive benefit platforms and retirement programs.

You can rely on us to provide high-level expertise and guidance for your personal financial matters and the needs of your firm or practice. We can serve as your trusted partner to help manage your investments, and mitigate your tax burden, while also addressing key issues such as estate planning, generational wealth transfer and charitable giving.

“Tailored financial service means taking the time to understand what your wealth means to you.”
Paul & Nadine