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.

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Goodrich Wealth Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.

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