Invest in yourself. Invest in your future.
The family office at N. Lakewood Ranch Raymond James Financial Services is geared towards helping local business owners and wealthy families with their financial planning, estate planning, tax planning, and retirement planning. They also provide asset management & asset preservation strategies.
At Raymond James Financial Services, they take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are their main priority, which is why they work to understand your unique circumstances and ultimately create a distinctive plan that provides a road map for your financial journey. By relying on the expertise of their team, they’ll help you take a conservative approach to growing and preserving your wealth.
Whether you’re just starting out, building a business or nearing retirement, you probably have a clear vision of what you want. You may be less sure of how to get there. That’s where they come in.
They’ve worked with clients from all backgrounds, and they understand the challenges you face and the values you want to protect. And while each of their clients may be different, there’s one thing you all have in common: The need for a lifelong financial plan designed to help you create the life you want for today, tomorrow and whatever comes next.
11009 Gatewood Drive
Lakewood Ranch, FL 34211