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

Sales Professional or Business Development

You are excellent at making money. Managing that money is not your strong suit. Not only is time an issue, but your strength of thinking big picture doesn’t always mesh well with the detail required to most efficiently manage your wealth. The overwhelming amount of information that you've either researched yourself or processed from your friends and family has, at times, delayed when you should have taken action. Your professional outlook is very promising. The outlook of accumulating wealth is somewhat confusing.

Your concerns entail some or all the following:

Financial Planning and Investment Management

  • Uneven cash flow from commissions
  • Planning for a career change
  • Retirement, Brokerage Accounts, and Education Savings
  • Real Estate: Primary Residence and Investment Properties
  • Stock Options
    • ISOs
    • NSOs
    • RSUs
    • ESPP/ESOP

Mitigating Tax Liability

  • Balancing tax savings now with income tax planning for later
  • Deduction considerations
  • 1099 opportunities
  • Estate & Probate Tax considerations

Estate Planning

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

Risk Management

  • Maximizing your company benefits
  • Needed additional coverage for untimely death, disability, long term care
  • Wealth transfer

 

                   

"We make a living by what we get, but we make a life by what we give."
- Winston Churchill

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.

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