We understand your mission as a business owner; you spend countless hours devoted to running and building a business for the benefit of your family and those you employ. Finding time to devote to your own financial matters might be difficult even if you have the expertise. Our team can offer comprehensive solutions as your wealth manager so you can continue to focus your energy towards the success of your business.
We invest our time getting to know your business and goals so that we can properly address your needs. Asset protection, cash flow management, tax planning, employee retention, insurance, financing, and finally succession planning are all important needs you may have that influence the success of your business and each require specific solutions.
Most business owners & entrepreneurs find their personal wealth intertwined with their business, and so we work to develop a solid exit plan that accounts for the eventual transfer of wealth needed to fund your retirement. Just as we work to build a plan for your retirement, we will work to build a succession plan for your business.
In addition to the knowledge we share with you, Our team have access to valuable planning tools at Raymond James, one of the country’s leading independent financial services firms. You’ll enjoy the confidence of knowing you have a single, trusted source for financial advice – and more time to devote to growing your business.