We routinely cover wealth management and planning issues that are relevant to the families we serve.
This library is updated periodically with our originally content, plus valuable content on a wide range of topics provided by our affiliated partners, including Raymond James Ltd. and Raymond James Financial Planning.
If there is a planning topic you would like to see covered, please let us know.
If it is better to give that receive, surely it must be even better to give more efficiently. Unfortunately, many are not aware of strategies that allow them to give more effectively. Once you’ve determined the causes you want to support, we can work with you to do it properly. It could be a simple as encouraging you to donated appreciated securities, or we can set up family foundations. We’ll work with you to determine the right solution
An estate plan aids in the transition of assets to the next generation, potentially preserving family harmony and avoiding excess taxation.
Planning for retirement isn’t just looking at financial projections and estimates of future wealth. While projections are important, they aren’t nearly as important as determining the type of retirement you want and how your investment assets can help you achieve those goals. We can’t help build an investment strategy without knowing what that overall plan for retirement might be. Contact us to see how we can help.
