Are we the right fit?
Let's talk strategy.
No cost, no obligation.

Entrepreneur or Small Business Owner

You wear any number of hats and constantly juggle multiple issues. You're likely not just responsible for yourself, but your family, employees, and customers. With all of these people depending on you, effectively managing your hard-earned money, being tax-smart, and protecting your wealth is more than a challenge. When you first started, you could focus exclusively on your business without as much at stake, but now that you’re successful, you're wondering if now is the time to lift your head up and see important details should be managed professionally.

Your concerns entail some or all the following:

Financial Planning and Investment Management

  • Uneven cash flow from seasonal revenue
  • Retirement, Brokerage Accounts, and Education Savings
  • Real Estate: Primary Residence and Investment Properties
  • Business Valuation considerations

Mitigating Tax Liability

  • Balancing tax savings now with income tax planning for later
  • Deduction considerations
  • Estate & Probate Tax considerations

Estate Planning

  • Trust considerations
  • Wills, Power of Attorney, Health Care Proxy
  • Succession Planning
  • Gifting Strategies

Risk Management

  • Maximizing employee benefit offering
  • Needed additional coverage for untimely death, disability, long term care
  • Wealth transfer

 

                   

"Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do."
- Mark Twain

Our Process

Financial Strategy

Are we the right fit?
Let's talk strategy.
No cost, no obligation.

Financial Independence Advisors, LLC
200 Ledgewood Place, Suite 101
Rockland, MA 02370
781.780.5920

290 Elwood Davis Rd, Suite 290-27
Liverpool, NY 13088

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professionals. Investment advisory services offered through Boston Harbor Wealth Advisors, LLC.. Financial Independence Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2019 Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC | Legal Disclosures | Privacy Policy | Terms of Use

Broker Check