Who we serve
We believe that you don’t have to settle for the status quo. When your life and wealth are built on a cornerstone, you can pursue greater dreams and make the impact you’re truly capable of making- in your life, in the lives of those you love, and in the legacy you leave behind.
We empower successful professionals with a financial plan and the leadership tools to help them achieve what’s truly possible for their wealth, their lives, and their families.
Goal Planning and Monitoring (GPM) – Gain confidence with a clear understanding of how various factors would impact your plan. Use current assets, contributions, and withdrawals to compare results using average returns, bad timing, and a ‘probability of success’ that evaluates how well your portfolio performs in each of 1,000 different possible scenarios.
Riskalyze – Precisely define the risk you’re willing to take, then compare it to how your portfolio is expected to fluctuate (within a 95% probability) for the next six months. The advanced technology and Risk Number® help us quantify your tolerance for risk, discuss realistic expectations, and make appropriate adjustments.
Tax Return Analyzer
Holistiplan – Evaluate planning opportunities and various scenarios such as shifting income or converting to a Roth.
Social Security Analysis
Consider your full financial picture and compare social security claiming strategies to determine the most appropriate for you.
Wealth Management System
The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Goal Planning & monitoring results may vary with each use and over time.
It’s Time to Pursue Greater Dreams with a Solid Foundation.
Riskalyze and Holistiplan are independent third-party service providers and are not affiliated with Raymond James. The projections or other information generated by investment planning software regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time.
download the complimentary worksheet to stay organized
Year End Tax Planning Worksheet
A list of important deadlines, documents you may need, and strategies to consider.