Our Services
At our firm, our services extend beyond you, encompassing your entire family's financial security. We've had the privilege of walking through life's milestones with our clients, from establishing college funds for their little ones, to now seeing them as young adults, graduated, working, and already planning for their own retirement. With us, you gain access to our comprehensive 48 points of service, designed to inspire confidence and readiness. As we continuously adjust your bespoke Wealth Management Plan to your evolving circumstances, you're always poised to effectively navigate risks and to keep you on track to achieving your financial goals.
Teamwork
In choosing our team, you're joining a harmonized network of professionals, all diligently working together to serve you. We function as your virtual family focused office, seamlessly integrating the expertise you need, when you need it. Whether its providing estate and tax planning services or referring you to an outside specialists, our goal is to ensure the right professional is always at your side, guiding you through each stage of your unique journey. With us, you're never alone in your financial endeavors.
Business Owners
As a Business Owner, you're the driving force of our economy, often steering a course lonely at the top. We recognize that a "standard" advisor doesn't cut it when stakes are high. We stand by your side, seamlessly integrating your business, family, and wealth aspects. Our dual approach of a tailored Wealth Management Plan and a detail Business Exit Plan holds the answers to your unique challenges.
Executives & Entrepreneurs
As an executive or entrepreneur, you navigate a complex world with time at a premium. We're here to provide professional guidance with a tailored Wealth Management Plan, illuminating opportunities and helping you confidently address risks inherent in your unique landscape.
Wealthy Retirees
Understanding you've devoted a lifetime to your financial journey, our tailored Wealth Management Plan assures a smooth transition, whether you're relishing retirement or simply preparing for it. Together, we'll ensure your path stays clear of any unexpected hurdles, keeping your goals firmly within reach.
Personal Investors
We understand that some High Net Worth individuals, like yourself, may prefer to make investments independently, rather than through a “traditional” advisor. Our bespoke Wealth Management Planning services and exclusive access to Alternative Investments are designed with your unique needs in mind, to offer opportunities typically unavailable to independent investors.
Steve Raymond CFP®
Plan Manager | Paraplanning Services