Our family office is geared towards helping local business owners and wealthy families with their financial planning, estate planning, tax planning, retirement planning. We also provide asset management & asset preservation strategies.
Services that we provide include;
-Retirement Income Planning
-Estate Planning
-Investment Management
-Business Consulting
-Tax Planning
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Investment Advisory Services are offered through Annapolitan Investment Group, Inc. & Raymond James Financial Services Advisors, Inc.
Important Disclosure Information: http://raymondjames.com/smicd.htm
