FINANCIAL PLANNING SERVICES FOR INDIVIDUALS, BUSINESSES AND NONPROFITS
Whether a client is an individual or family, a business owner or nonprofit leader, we aim to provide a distinct advantage through a combination of our diverse individual experiences and valuable team approach. While you will always work with a lead advisor you get to know and trust, our entire team – and the global resources provided by our partners at Raymond James – is available to ensure all clients receive the best options for their unique situation.
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You’re not afraid to be true to yourself, and neither are we. We can take a different approach to financial planning that focuses on you as an individual.
How can you strive to preserve and manage your hard-earned wealth? How will your retirement unfold? Do you have enough to last? Through our experience and expertise, we can help you find the answers to these questions and a path toward your financial goals that’s right for you.
Our services are comprehensive and cover all phases of life, from homing in on retirement to planning for your children’s education. Whatever the milestone may be, we’ll be there to serve you.
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Since 1995, we have helped generations of clients – both individuals and families – identify their short- and long-term financial goals and develop plans that align with their vision for the future. From estate, charitable giving and trusts to education, retirement and longevity planning, our offerings reflect the distinct needs of the clients we serve. We also include coordination with other professional advisors such as CPAs and attorneys to help ensure our services are in harmony with all aspects of your life.
Services:
- Education Planning
- Estate, Charitable Giving and Trusts
- Financial Planning
- Longevity Planning
- Retirement Planning
- Risk Management
- Investment Strategies
- Portfolio Management
Call or Visit Us Today!
We welcome you to visit our office or schedule a no-obligation consultation to learn more about our team and services or to ask questions about your specific situation.
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For business owners and leaders, the line between your personal and professional life can often become blurred. You’ve established your business and leadership through commitment and vision, and it’s critical to consider how to help your employees plan for their own futures while protecting what you’ve worked so hard to create.
As your guide, we help you see and plan for all the angles of the bigger picture, including leaving a legacy for the next generation, helping to ensure your employees have options for retirement planning and your own succession plans.
Our strategies are customized to your needs and vision, capitalizing on our deep resources and insightful analysis. The result is a balanced plan interwoven with the details of how you picture your future.
Nonprofits
Non-profit organizations, just like for-profit businesses, require financial stability supported by a reliable portfolio and consistent returns in order to fund their mission long term. Our team has experience supporting values-driven business models for nonprofits, endowments and foundations - and we make it our own mission to further the financial goals of our clients as best we can.
Whether your nonprofit needs assistance with planning, financial strategy, asset allocation, investment research or stewardship responsibilities, our team works alongside yours to develop plans that align with your vision and philanthropic endeavors.
Business and Nonprofit Financial Services:
- Business Planning
- Financial Planning
- Retirement Planning
- Risk Management
- Investment Strategies
- Portfolio Management
We invite you to visit our office to learn more about our team and services. Or, feel free to schedule a no-obligation consultation to discuss your own business or nonprofit.
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As a woman, do you consider yourself an investor? While women start businesses at two times the rate of men, an incredible 43 percent of women haven't even started saving for retirement.
Women are known for wearing many "hats", so-to-speak. Regardless of the mix—entrepreneur, friend, mom, professional, keeper of all things important (schedules, passports, the other sock)—there is no doubt that as a woman, your list of responsibilities is diverse. But is "wealth manager" missing?
