A Full Range of Services
to Help With Every Crossroad
Managing wealth is a significant undertaking. Should you choose us to assist you, you can be certain you will play a critical role in the process, but never so much that it interferes with the enjoyment of other aspects of your life. After all, that’s what our services are designed to help you to do.
Because we’re financial planners as well as wealth managers, it requires us to take a holistic approach to our clients’ finances. So we work closely with other professionals involved in our clients’ lives in order to ensure a complete financial picture is created.
Understanding your particular circumstances, goals and aspirations serves as the basis from which we develop an integrated plan that addresses every facet of your wealth.
When crafting an integrated wealth management plan, we draw on our expertise in the following areas:
- Financial planning
- Retirement planning
- Risk management
- Tax planning
- Executive compensation and benefits planning
- Business succession
- Corporate retirement plan services
- Estate planning
- Intergenerational wealth transfer
- Asset allocation
- Asset management
- College planning
- 401(k) plans
- Insurance and annuities
- Cash flow analysis
- Liability management
Achieving your short-term and long-term goals requires far more than just managing investments.
Working With Us
Barron’s recognition is based on quality of practice, philanthropic work, assets under management, revenue produced for the firm, and regulatory record. Compiled by industry researcher R.J. Shook of the Winner’s Circle Organization. Financial Times ranking is based on $150 million or more assets under management, asset growth, years of experience, industry certification, FINRA compliance record and online accessibility. Forbes' Top 200 Wealth Advisors' ranking based on a minimum of seven years experience and a quantitative and qualitative algorithm designed by SHOOK Research weighing factors such as revenue trends, assets under management, compliance records, industry experience and best practices. This award is bestowed by an independent third party organization not affiliated with Raymond James.
Consolidated Planning Corporation is independent of Raymond James. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.