Families We Serve

Families We Serve

We serve families from all walks of life and from all over the world. Your goals and financial needs are likely to vary based on background, career path, and life experiences. For years, out team has advised women, business owners, executives, and young professionals, allowing us to cater our advice and guidance to your unique needs.

Business Owners

Serving the financial needs of business owners for more than a combined 50 years fosters the understanding your business is your life. Pouring every ounce of your energy creates more than an organization where people simply work. Employees become close as family and your company grows into a community pillar. Ensuring the financial needs of you and your family are met, while simultaneously making sure your employees are in good hands as you decide to step away can seem like a daunting task.

Studies indicate that 75% of business owners profoundly regret selling their business after only one year. The main culprits: insufficient preparedness, both personally and financially and/or their business was not ready.¹

These are only a few of the questions that business owners should be considering, regardless of whether succession planning has entered your mindset. “Exit planning is good business planning.” As a Certified Exit Planning Advisor™ we will not only guide you through the various stages of Exit Planning but work alongside your other trusted advisors to ensure you make educated decisions that are in your best interest.

1. Christopher Snider, Walking to Destiny

Women and Wealth Planning

Over the years it became obvious to us that our practice had a significant concentration of women. When we reached out to ask why, we learned that we listen, take the time to understand, and genuinely care. Respecting and valuing your opinion, along with being supportive, are especially important qualities.

In addition to traditional financial and investment planning needs, we have also learned there are unique goals that are often important to you.

Executive Services

As a business owner or executive, there are immense demands on your time and resources. Having trusted and reliable partners is a critical component to success in both your professional and personal life. A keen focus on attention to detail is an absolute must.

We understand and appreciate the needs you require from our team. Multifaceted situations, such as deferred compensation, equity awards, and private asset or business sales, carry unique complexities from taxes to proper risk mitigation. A lack of thorough planning can lead to missed opportunities or unnecessary and/or significant tax liabilities.

Experience and capabilities matter. Our team, alongside the Raymond James Corporate & Executive Services Group, has served executives and private business owner families for decades.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Young Professionals

After countless conversations with 30, 40, and 50 somethings frustrated over their limited financial advice options, we decided to add a focused financial planning service to our practice. You are at a stage in life when it is critical to make informed financial decisions. We provide personalized guidance that goes beyond the toll-free number your employer 401k provides or financial apps utilizing a robot.

For a one-time cost, our team will create a robust and fully customized financial plan, helping to answer your questions and create a personalized guide to plan for your family’s financial future.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.