What to Expect

Our commitment to you.

All of our clients are unique, and we love that; we will treat you as the one in 7.5 billion that you are.

Here’s what to expect from us:

Understand

Your goals are the first thing we’ll explore, to help us understand your hopes and dreams, troubles and challenges.

Your goals will be the point of departure for all possibilities moving forward, and if something changes, we’re nimble and we’ll help you adapt to a new path.

Analyze

We’ll analyze your unique situation comprehensively and systematically.

Having the picture of your finances past and present will help us map out an ideal route for your future.

Advise

A plan is crafted based on your input; our advice is intended to help.

Our goal is to support you and offer sound reason and good advice as you continue on your path.

Manage

We will review your progress, and through this activity, we’ll measure success. (Planning is a process, not a product!)

Like the acrobat on the wire, for the most part she’s steady and making progress… now and again she’ll correct her position to keep that forward momentum; this is the attitude we all strive for when dealing with our finances.

Case Study: Mapping an Exit Strategy

The Situation:

Dave spent most of his adult life building a profitable medical device company. But with his 60th birthday approaching, he wanted to explore wealth preservation strategies that would shore up his retirement and give his employees a more meaningful way to share in the company’s success.

OUr Approach:

A multidisciplinary team would work closely with Sam’s attorney. The team would develop a combination of business structures, consulting arrangements and minority interest gifts to ensure that both sons and their families would share equitably in the inheritance.

The wealth management advisor team also would work with Sam and his attorney to create and administer an irrevocable life insurance trust. This trust should provide sufficient funds for any estate taxes without having to liquidate the business upon Sam’s death.

This case study is a hypothetical demonstration of our planning process and is for illustrative purposes only. It is not a real portrayal of a client scenario. It is not intended to infer any particular client outcome. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of Raymond James we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Two caucasian middle-aged adults smiling in the doorway of a business, a man with gray hair, beard, and mustache on the left, and a woman with long brown and gray hair on the right.

You work hard to establish strong financial security through your assets, and a legacy that compliments your beliefs and values. We work hard to make sure those assets are well looked after, and preserved.

A caucasian man in his forties hunched over a drafting table, working on blueprints.

Planning is a process, not a product.

Our approach to wealth management puts your interests first as we work to bridge the gap between business and personal assets.

By utilizing a long-term process of wisely managing your finances, we help you to optimize — and enjoy — the fruits of your life-long labors.