Our Services

We offer comprehensive financial planning. While some firms focus on one area like investing or insurance, we take a different approach of partnering with you in holistic planning. We take the responsibility to move each part down the field and help you accomplish your goals.

It doesn’t matter which phase of life you are in – we will tailor your plan to your needs.

checked-boxJust starting to save
checked-boxSaving for college
checked-boxPre-retirement
checked-boxEntering retirement
checked-boxMid-retirement

 

Click on each service for more details.

Determine charitable intent

Evaluate giving strategies

Analyze cash-gifting vs. appreciated asset gifting

Perform comprehensive tax assessment

Assess retirement plan

Evaluate benefits plan

Analyze executive compensation plan

Implement tax-efficient investment strategy

Determine various insurance needs

Complete comprehensive insurance analysis

Evaluate life, disability, health, and long term care insurance

Evaluate business insurance

Review existing estate planning documents

Confirm correct titling of assets and beneficiary designations

Assess proper funding of trusts

Provide for liquidity needs

Determine strategy for business succession

 

*Raymond James does not provide tax services


Our Process

 

Understand

The first step in our process is to ensure we have a full knowledge of your current financial situation, personal goals, investment experience, and risk tolerance. At the same time, we want you to completely understand our firm and our processes so we will spend time explaining how we operate and answer any questions you may have.

 

 

two-lineDesign

Next, we will begin the process of designing your customized wealth management plan, including our recommendations for your overall comprehensive financial planning and investment management. During this time, we will present our recommendations to you, listen to your feedback, answer any questions you may have, and create an outline of the steps needed to be taken on our part and your part to begin implementing your plan.

 

three-lineImplement

Once we have had reached a mutual agreement on the recommendations, we will begin the process of executing your plan. This phase will including opening investment accounts and transferring any accounts to our firm to begin the investment management process. We will also begin working on the various outstanding action items of your comprehensive financial plan. This step may include collaborating with your other professional advisors, such as your accountant and lawyer.

 

Manage

Financial planning and investment management is an active and long-term process. We will consistently monitor your progress toward achieving your financial goals. We accomplish this by providing ongoing and regular updates of your investment management as well as scheduled times to review your overall planning and objectives.