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We develop customized financial plans (Comprehensive Financial Planning) designed to meet your needs based on your current objectives and future aspirations. Our clients all have a Financial Road Map® that will include some or all of the below service areas:
Retirement Planning
To help with planning your retirement, we offer a comprehensive range of services including savings alternatives, 401(k)s and IRAs – both traditional and Roth.
Tax Planning
There are a number of tax reduction strategies available to incorporate into your portfolio. While we do not offer tax advice, we will work with your CPA, or if you currently do not have an accountant, we will gladly refer you to one.
College Planning
We will help you look at the options for funding a college education like 529 College Savings Plans, Coverdell Education Savings Accounts and UTMA Accounts.
Estate Planning
We will work with you and your legal advisers to examine your present arrangements and determine whether your financial plan is designed to meet your current needs while also allowing you to leave an estate in the manner that you choose.
Asset Allocation
We are a one-stop-shop for managing your assets. Our flexible and adaptable asset allocation and portfolio management process helps you manage risk and reach your goals.
Our clients enjoy all of the benefits associated with a large securities firm, and have the added advantages of our independence. This allows us to use non-proprietary products, which may be more appropriate for our clients. See our list of investment options through Raymond James Financial Services.
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