Planning for a child’s future

Not all returns are equal. Tax efficiency when constructing a portfolio is critical and can be a large determining factor in portfolio performance. Income tax is an extremely important component in the financial planning and wealth management process.

We offer tax preparation services for our clients for both personal and corporate accounts along with estates and trusts. We focus on ensuring that your portfolio and financial plan are as tax efficient as possible to improve long term wealth creation and to help ensure its endurance for future generations.

Along with tax preparation services, we can offer an array of personalized support and guidance that can help make a positive difference as you pursue your personal financial goals.

*This service is available to Raymond James investment clients only.*