Your future is our focus,
these are the tools that help us build it
Personal wealth planning
Because every person we work with is unique, every plan we build is a true original. To build your personal wealth plan, we’ll work together to develop a comprehensive financial blueprint designed to help accomplish your stated goals, from college planning to retirement income.
Retirement income preservation and planning
One of the most important aspects of retirement planning happens after you retire. The process of simultaneously spending and preserving your savings in retirement is a tricky one, but we can help you create income strategies that pool all your available resources while devising portfolio plans designed to reduce the risk to your nest egg – even as you start putting it to work.
While no effective wealth plan can ever be entirely without risk, by being strategic and vigilant, we can help you mitigate its impact. Based on your near-term needs and future goals, we’ll create a risk management strategy that can help minimize the potential for loss without inhibiting growth.
In addition to their potentially substantial tax benefits, trusts can help you ensure that some of your dearest goals, including funding an education, caring for a loved one or supporting a charity, can be met. Through Raymond James Trust N.A., a wholly owned subsidiary of Raymond James Financial, our team can offer a variety of personal trust services.
Without a well-designed estate plan, your family could face millions of dollars in unnecessary taxes. To help you help them avoid that, we’ll work with you and your other professional advisors to create and implement financial strategies to help maximize wealth transfer and minimize the tax burden from one generation to the next.
Long-term care planning
Unanticipated medical expenses can have a devastating impact on your savings, which is why just as you make preventive visits to the doctor to keep healthy, you should prepare for the possibility of needing long-term care. We’ll work with you to take the precautions necessary to keep you or a loved one cared for while limiting the impact on your overall finances.
In addition to the specialties above, we can assist you with a variety of other needs and products including, but not limited to:
- Personal wealth management
- Fixed income
- Managed accounts
- Short term and cash alternatives
- Managed futures
- Concentrated single equity – income, hedging, deferral of capital gains
- Private equity
- Hedge funds
- Oil and gas partnerships
- Private real estate trusts
- Structured notes
- Life insurance
Investing involves risks including the potential loss of capital. Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. You should only invest in hedge funds, managed futures or other similar strategies if you do not require a liquid investment and can bear the risk of substantial losses. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided.