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.

The psychological side of spending your retirement savings

Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Read
Retirement & Longevity

AI and cybersecurity: Fighting fire with fire

Artificial intelligence is creating new, more complex cybersecurity challenges. It may also hold the solutions.
Read
Technology & Innovation

Fixed income market update

10/21/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Read
Markets & Investing

Earnings will need to be the catalyst to push the market higher

10/18/2024
Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing

U.S. economy remained strong in Q3

10/18/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy

Future-focused communication can help your heirs flourish

Set your loved ones up for success with honest dialogue and a thoughtfully crafted planning framework.
Read
Estate & Giving

The inverted yield curve: Still a reliable signal?

10/17/2024
Senior Investment Strategist Tracey Manzi notes that while the predictive power of the inverted yield curve has waned this cycle, investors shouldn't dismiss the warning signs entirely.
Read
Markets & Investing

Weave more of what you love into everyday life

How to mindfully incorporate your favorite things in your day-to-day.
Read
Family & Lifestyle

Which part of the curve is your fixed income focused on?

10/15/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Read
Markets & Investing

Webinar replay - The great American road trip

10/14/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Watch Webinar
Markets & Investing

Trade and tariffs: The impact on consumers

10/14/2024
Chief Economist Eugenio Alemán and Economist Giampiero Fuentes note that an across the board increase in tariffs has the potential to push inflation higher.
Read
Economy & Policy

Social Security increases benefits by 2.5% for 2025

The 2025 Social Security cost-of-living adjustment (COLA) has been announced.
Read
Retirement & Longevity

what can we do for you?

Say hello

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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.

© 2021 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use