As a business owner your time is spent taking care of your customers and employees. The bottom line is that as your business has grown, you have developed unique financial planning needs and challenges that need to be addressed, so that you can meet your personal financial goals and preserve the value of what you have built for you and your family. You need a financial advisor who is more interested in helping you develop a suitable financial plan than selling you the product that pays them the largest commission. We understand that the majority of your overall net worth is dependent on the success and value of your business. We can help you by acting as the quarterback of your overall advisory team. We coordinate and work closely with your CPA, attorney and other professionals to help craft an independent plan to reach your goals. Since we are part of an independent financial services firm our only allegiance and responsibility is to you-our valued client.
What We Do
We are here to help you pursue your goals with proper planning as well as constructive input and guidance. We build close relationships with you and your family to help you identify personal and business goals and then use independent financial planning tools to help reach those goals without enduring pitfalls and setbacks along the way. We want to help you make sure that you and your family are well taken care of so that you can concentrate on the running of your successful business, law practice, medical practice or next entrepreneurial endeavor.
The Big Picture
Not only are you busy keeping on eye on the bottom line, but you are the engine that keeps your business growing. We are here to assist and give unbiased counsel on areas such as:
Contingency planning - We help formulate a plan for the continuity of the business in case of untimely death or disability in order to preserve the full value of your life's hard work in building your business so that your family may benefit fully.
Qualified retirement plans-are you doing all that can be done to save as efficiently as possible while protecting yourself and your employees from undo tax burden.
Tax Strategies - Are you paying more than you have to?
Employee benefits - Are yours competitive? Could you offer more at less cost to you and your employees?
Exit planning - We can help you facilitate a plan for an orderly change in ownership that will preserve the greatest amount of value for you and your stakeholders.
We are here to help
As a business owner you need an independent voice to help identify suitable solutions. A financial advisor whose only allegiance is to you the client. You need constructive unbiased advice, we are happy to provide it.
We have all you need in ONE place!
Raymond James does not provide tax or legal advice.