Partnering with attorneys, CPA's and other professional advisors.
We value your expertise and welcome the opportunity to collaborate with you to develop cohesive solutions for our mutual clients. When the focus of your clients’ needs is estate planning, we are well versed in working with your clients and their beneficiaries.In addition, we recommend outside advisors to our clients who exhibit an expertise in specialties ranging from law to accounting to insurance. We would be happy to discuss the potential of working together. Below we have provided a list of resources you may find useful.
In addition, we recommend outside advisors to our clients who exhibit an expertise in specialties ranging from law to accounting to insurance. We would be happy to discuss the potential of working together. Below we have provided a list of resources you may find useful.
Resources for professional partners.
- Social Security Reference Sheet
- When To Take Social Security "Timing Is Everything"
- Maximizing Your Social Security Retirement Benefits
- Planning For Long Term Care
- Planning For Retirement (The Healthcare Wild Card)
- Realities of Income Investing
Government and related sites
- Internal Revenue Service
- Social Security
- The Florida Bar
- State of Florida
- Find a Lawyer or Law Firm
- Florida Department of State
- Florida Division of Corporations
- Florida State Courts
- Florida Administrative Code
Raymond James Trust N.A.
Building an estate is one thing. Protecting it so that it can meet your needs and then be passed on to your heirs is quite another. Trust services can offer the support many investors require when it comes to providing for their own needs, or the needs of their loved ones, and passing their estates on to their heirs.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.