The constant noise of the financial markets and the information overload makes it extremely difficult to have a clear, well-defined action plan for your future. As a successful Corporate Executive, the Financial Freedom Process™ has several tools available to help.
The Stock Concentration Solution™ is a strategy for clients with concentrated stock positions that will illustrate various methods to help reduce tax liability.
Tax Advantaged Investment Strategies will provide options for tax advantaged portfolios for potential growth on a tax favored basis.
The Estate Preservation Strategies exercise presents strategies
designed to help reduce estate taxes to maximize the value of assets
transferred to children, grandchildren and/or charities.
Raymond James does not offer tax advice or services. Please consult with a qualified tax professional to discuss tax matters.