Everything you need to build your heritage with clarity and purpose.

 
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Personalized Advice

Every client we work with has unique goals and circumstances. We will get to know you and your family so that we can build and execute a plan that is as unique as you.

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Holistic Approach

We’re built for depth, not breadth. We’ll never be the biggest firm in town - nor do we aspire to be. We care more about building true relational depth with each and every client we serve.

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Proactive Guidance

Your financial life has a lot of moving pieces - between investments, taxes, legal, insurance and more - we’ll bring it all together in a way that makes sense and moves you towards your goals.

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Relational Depth

We won’t wait around for your next quarterly review to reach out. Working with our boutique firm means that we are consistently looking for opportunities to impact your wealth and your life.

 
 
 

HOW IT WORKS

John Smith

Understand

We use a variety of tools including questionnaires and interviews to understand your personal goals, current financial situation, investment experience and risk tolerance. In this step, we make you fully aware of our capabilities and provide educational support to assist our clients in understanding the scope of services we offer to help you meet your objectives.

Design

Our team analyzes the information you share with us and designs solutions intended to help you reach your objectives. This step may involve collaboration with other specialists or your existing professionals. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.

Implement

In this step, we execute your customized strategy using the extensive tools available to us through Raymond James. This involves the selection of specific account types, investment products and optional services; we then complete the necessary paperwork in a coordinated approach.

Manage

Once implemented, we continually monitor the progress of our recommendations relative to your defined objectives and suggest changes where needed. A key to this step is your involvement in the process and communication of any significant changes in your life. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews.

 
 

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+ Financial Planning

As Certified Financial Planner™ professionals, our holistic approach means starting with a big picture view of your finances, helping you get organized, clarifying your values and priorities, and pulling all the different component pieces of your financial life together. It’s this approach that will help create an integrated plan that allows you to build your heritage with clarity and purpose.

+ Earning + Saving

As you’re earning and saving money, we’ll leverage insights from decades of clients that we’ve helped save, invest, retire, sell their businesses and create a true heritage. The decisions you make in these years should reflect your values. We’ll make sure you make proactive decisions to do exactly that.

  • Cash Flow + Budget Management
  • Credit + Debt Management
  • Insurance Selection (Life, Disability, Property & Casualty)
  • Employer Benefits Maximization
  • Short-, Mid- & Long-Term Savings
  • Large Purchase Planning
  • Education Savings

+ Investment Management

Leveraging investing opportunities can be the most practical and straight-forward way to build wealth. The details can get complicated, but we’ll help you manage all the moving pieces to take advantage of an investment approach that makes sense for your plan.

  • Net Worth + Goal Tracking
  • Cash Management
  • Stock + Mutual Fund Portfolio Design + Management
  • Roth + Traditional IRAs
  • 529 Plan Management
  • Tax- and Cost-Sensitive Strategies
  • Covered Call Writing
  • RSU + Incentive-Based Compensation

+ Retirement Planning

Getting to and through retirement is an exciting but uniquely challenging time. You’ve saved and invested well, but all of a sudden there are a whole new set of rules to follow. You deserve to have peace and clarity as you enjoy these fruitful years. We’ll help you do exactly that.

  • Retirement Income Distribution Planning
  • Strategic Tax Considerations
  • Social Security + Medicare Strategy
  • Health + Long Term Care Considerations
  • Risk-Adjusted Portfolio Management
  • Empowered Spending

+ Legacy Planning

Your heritage is about much more than just your money. Oftentimes, you can use your wealth to influence and activate how you’re remembered and the impact you have on the people and causes you care about most. We’ll help you activate your heritage with clarity and purpose through strategic legacy planning.

  • Estate Planning (Wills, Trusts, POAs)
  • Estate Tax Considerations
  • Life Insurance Planning
  • Charitable Planning
  • Non-financial Goal Fulfillment
  • Small Business Exit + Succession Planning
 

Start Building Your Heritage Today.