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Who We Serve:

Retirement Plan Sponsors

Working Together

To Guide Your Business & Your Employees

From small and family-owned businesses to larger companies, we know you have more distinct financial challenges than a salaried or hourly employee. Because your primary focus is on managing your business, we’ll work with you to effectively oversee your financial life in order to save you time and energy.

You May Be Facing:

Employee questions and concerns related to their retirement plans and long-term goals.

The identification of successors and key people to take over your business responsibilities.

Interest in an investment strategy that delivers long-term financial security.

How Can We Help?

Financial Planning

It’s important to take a comprehensive look at your company’s finances in order to move forward successfully and appropriately in relation to your goals. This process is the foundation on which business and tax planning are built. 

Goal Planning

Identifying the needs of your business is one of the most important steps in learning how our team can best help you in the long run. Together, we will establish what the opportunities and needs are of your company and the objectives your employees have for retirement. 

Employee Enrollment & Retention

Among the challenges employers and plan sponsors face are successful employee enrollment and retention. Working together, we can guide you in the development of customized plans based on your workforce and business needs, encouraging employees to participate and remain with the company in the long run.

Qualified Retirement Plans

We work directly with plan participants to help them achieve financial independence through their company retirement plan. Our goal is to provide your team with appropriate investment options and ongoing retirement education.

Tax Planning & Management

From tax planning to in-depth review of your tax returns, our team can work with you to determine where you’re at and what you still need to do in order to minimize your taxes. As your company grows, so will financial hurdles. We aim to do what we can to help you tackle them confidently.

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.

Set Yourself and Your Employees

Up for Success

Schedule a Meeting

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