Comprehensive Financial Solutions for You
The Services That Matter
We’re not going to list every financial planning term in the book here. Instead, here’s what we actually do in plain English.
Strategic Investment Planning
We figure out what your money needs to do, then help make it do that.
We start by understanding your goals. From there, we identify the right investment vehicles, manage risk, rebalance your portfolio, and keep everything working toward what you’re trying to accomplish.
Tax-Smart Strategies
You want to stop paying more taxes than you have to.
We help you understand how capital gains, dividends, and interest affect your tax bill. We look for ways to be more tax-efficient with your investments.
Business Owner Advisory Services
Your business success demands more than basic financial planning.
We provide specialized planning for entrepreneurs and executives that goes beyond traditional wealth management. This level of coordination and strategic work is part of our YRP® High-Touch Planning service. Learn More
Traditional Wealth Management
You want someone to run your investments and meet with you regularly.
This is what most people think of when they think “financial advisor.” We manage your investment portfolio, help you plan for retirement, and make sure you’re on track to meet your goals.
Estate Planning Coordination
You need a plan that helps protect your family and honors your wishes.
We help you review your will, explore whether trusts make sense for your situation, and structure your beneficiaries the right way.
Insurance Review
You need to protect your family and assets from the unexpected.
We help you assess your current coverage, figure out if you have the right amount of insurance, and explore efficient ways to pass assets to your loved ones.
Family Financial Planning
Your financial plan needs to work for everyone in your family.
From funding college education to helping aging parents, we help you create a plan that supports your family at every stage.
We also explore tax-efficient strategies for giving to loved ones and helping your children build their own financial independence.
Retirement Planning
You’re thinking about retirement. We help you figure out if you can afford it.
We assess your spending needs, identify your income sources, and determine how much you need to save. Then we build a plan that gets you there.
Do You Need More Than Traditional Services?
If you’re nodding yes to any of these, keep reading:
- You own or run a business with significant value.
- You’re tired of paying massive tax bills every year.
- Your accountant, attorney, and financial advisor never talk to each other.
- You need someone to show up to important meetings, not just manage your portfolio.
- Most of your wealth is tied up in your business and you know you need to fix that.
- You’re thinking about selling your business but have no idea where to start.
If this sounds like you, traditional wealth management isn’t going to cut it.
You need YRP® High-Touch Planning
This service isn’t for everyone – and that’s okay. But if you’re the business owner or executive who’s been saying “I’ve always needed someone to do this,” we should talk.
Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Rebalancing a non-retirement account could be a taxable event that may increase your tax liability. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.