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Financial Planning
Investment strategy emerges from a financial plan. If you don't know where you are going, how do you intend to get there? Plans range from simple to complex, but are always rooted in what you want to accomplish.
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Investment Management
Once a portfolio strategy is determined, a written proposal is provided to each client. Then, it is reviewed and rebalanced regularly to ensure it continues to meet objectives.
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Tax and estate planning
Some families are dealing with situations that require more comprehensive tax or estate planning . We can work with our extended team at Raymond James or your independent advisor to ensure that the right strategies are in place.
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Insurance planning
It's always prudent to think about the role life or critical illness insurance might plan in a financial plan. After all, not all problems can be solved by a simple investment strategy.
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Business Planning
Business owners can often benefit from enhanced planning around how they structure their assets and investments. We'll work with existing accountants and lawyers to implement prudent structures for wealth creation and preservation.
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Philanthropic Planning
You have a financial plan, but do you have a giving plan? For those with charitable intent, we can demonstrate ways to maximize philanthropic impact.