Customized strategies for Business Owners and their Employees
As a business owner, you have so many things to worry about. Let us be your advisor with the following:
- Providing retirement planning for you and your employees.
- Business valuations and buy/sell agreements.
- Liquidity needs to get your through various market cycles.
- Tax-Advantaged strategies for you and your family.
- Passing on a legacy to the next generation
- Working to blend your business financial plan with your personal financial plan. We help you develop an all-encompassing plan for your personal and professional goals
Our Services Include:
- Business Sales and Valuations
- Retirement Plans
- Personalized Wealth & Investment Management for Business Owners
- Risk Management
- Banking & Lending Solutions*
- Insurance Review
*Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James Financial Services, Inc., is a broker-dealer, is not a bank, and is not an FDIC member. All references to FDIC insurance coverage in relation to Brokered CDs and/or Market-Linked CDs address FDIC insurance coverage, up to applicable limits, at the insured depository institution that is disclosed in the offering documents. FDIC insurance only covers the failure of FDIC-insured depository institutions, not Raymond James Financial Services, Inc. Certain conditions must be satisfied for pass-through FDIC insurance coverage to apply.
