Services for every moment that matters
Your financial world holds layers that deserve thoughtful attention and deep understanding. Every plan is built with care. We’ve designed our services to help bring your financial landscape into clear view. Here, you’ll find support through life’s high-stake decisions and deeper confidence in the path ahead.
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It’s our belief that all clients, regardless of age, wealth, investment experience and family structure should have a plan to meet their financial goals. Our planning process is built on a foundation of organization, analysis and execution – the aim being to bring ease by simplifying the intricacies of your financial world.
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We invest in a manner that helps clients meet their goals. That approach involves analyzing client portfolios to identify risks, opportunities, potential outcomes and whether the investments are working in concert with one another. With a clear understanding of your investment portfolio, we can be confident that we’re moving closer to achieving your goals.
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Our clients often seek to transform the wealth they’ve built into lasting income. We design strategic income plans that thoughtfully reposition accumulated assets for distribution by balancing cash flow, tax efficiency and estate planning considerations to create a sustainable, long-term plan that’s aligned with your legacy and goals.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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Whether your goal is to preserve your family’s wealth, create a meaningful philanthropic footprint, or both, effective legacy planning is about more than just gathering legal documents. Legacy planning is about aligning your long-term intentions with your values and vision.
In step with your attorneys and tax professionals, we can help translate your intentions into an estate plan that provides for your loved ones while identifying potential tax-efficient strategies.
If you wish to integrate charitable giving into your long-term financial plan, we can also assist in establishing donor advised funds to help support the causes you care about over time or on a multigenerational basis.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes.
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If you’re a business owner, your company is a critical source of wealth, purpose and legacy. Our approach to business succession planning, grounded in CEPA and Exit Planning Institute methodologies, is designed to help you extract and transition wealth while preserving the enterprise you built.
We help clarify your personal and business goals – whether that means cashing out, passing leadership to family or key executives, or restructuring ownership. Together, we develop a roadmap to maximize value through operational improvement, market readiness and financial packaging.
After transition or sale, we work with you to translate proceeds into a robust post-business life plan – updating your investment, income, tax, estate and philanthropic strategies to reflect your new financial position and personal goals.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.