Expertise for your Individualized wealth road map and finer details

Providing comprehensive wealth management service and guidance for you, your family and/or your business requires a very orderly approach. It incorporates a number of steps that have been reflected over time that helps provide a clear path to achieving your goals and objectives.

We passionately believe it is time well spent as it enhances the quality of the outcomes while maintaining the focus on what really matters to you.

The wealth roadmap is our proprietary and custom client planning presentation. It delivers a high-level picture of your current plan, how it works or will work once triggered. It is followed by individualized strategic planning layers tailor made to reflect your stated goals and objectives designed to deliver a plan for today and tomorrow. The roadmap is divided into five sections.

It all starts with quantifying all your assets, an assessment of your personal legal documents and your goals/objectives.

From there, we map our your current situation how it worlds highlighting any issues, blind spots or items that are not aligned with your current goals and objectives.
Custom tailored tax planning designed for flexibility and clarity. Focusing on “real” return after income and capital gain taxes, fees and the impact on inflation. Staying tax aware versus tax driven. Returns matter, but what you keep matters most.

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.
Pinpointing risks and taking steps to help reduce exposure for your accumulated assets as well as any ongoing events. Identifying how one potential risk may impact another.

Titling is only one step. In the end, the creditor protection game is one of the probabilities, so each legitimate wall placed around the asset increases the odds of success.
Long term and generational solutions that allows for confidence that your future wishes for your loved ones and what you care about are all implemented in the most tax-efficient manner with the least amount of administration.
Whether it is an empire, business or family, it takes a team working together for a collective goal. Establishing an understanding for each team member that your individual requirements are met before any strategy is implemented while never losing focus to the one common goal: the success of our clients.