Services
Comprehensive Financial Planning
We start by listening to you and learning about you. Your story and “Whys” are personal and important. We do an exhaustive fact finding on both the qualitative and quantitative aspects of your life. From here, we begin to build your personalized plan. Taking the cue on your wants and needs, we create forward looking models and test them for reality and sufficiency. Once we have the strategies identified and agreed upon, we have the PLAN steer the Investment Policy.
As time goes on, we go forward together and evolve as needed to serve you.
Estate Planning
We have a 3 step process:
- Educate and cultivate a plan with you before updating an existing estate plan or generating the first.
- Physically attend the meetings with you and the estate planning attorney to begin the process of executing an estate plan.
- After the appropriate documents have been executed, we complete the important tasks of retitling assets, updating beneficiary arrangements, updating detailed balance sheets, etc.
Depending on the complexity of your personal, professional, business, and financial life, all of this can be quite simple or complex.
Business Succession Planning
Whether you want to sell your business, transfer it to the next generation, retire or explore the possibilities, we can help model and implement various strategies. In addition to KA, our relationships include specialists in tax law, tax planning, performance coaching, investment banking, and capital markets and operations. Our goal is to be proactive and to have the strategy and team in place long before the “transaction”. In addition, we understand that the sale or succession of a business is very personal. We are sensitive and address these qualitative factors and NEED to understand your values, goals, legacy, and footprints. We have a deep bench to help you here as well.
Philanthropic & Legacy Visioning
Oftentimes in selling business assets, the possibility of utilizing Charitable Trusts and similar tools is unknown or overlooked. Business owners are underserved in this capacity. When implementing a charitable succession plan correctly, in balance with other assets and context of your total plan, the theme is to show you how to:
- Keep more.
- Spend more.
- Pass on more.
- Endow your Causes.
The key is planning, design, clarity and balance… and a team with specialized backgrounds and experience
“Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax, legal or mortgage issues, these matters should be discussed with the appropriate professional. Investing involves risk, investors may incur a profit or loss regardless of the strategy or strategies employed. Retaining the services of a financial professional does not ensure a favorable outcome.”
What They're Saying
“One of the smartest things I did was to have you take care of my investments. Not just from a money aspect but also from how I invest my time. You understand what is important to me and help me navigate! So I thank you”
- A Client Testimonial
*The statement is a testimonial from a current client of the advisor as of 04/06/2023 and may no longer be applicable or a client. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and client consents to use of this testimonial in the advisor’s advertisements. The testimonial is not representative of all client’s experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.