Customized strategies for business owners and entrepreneurs
Why Pick An Advisor Who Only Invests Your Money?
See the difference
a Total Wealth Manager can provide for you and your family.
There’s a lot to consider about how you will prepare for and live in your retirement years – from developing a Social Security strategy, to choosing the right Medicare plan, to the possibility of a healthcare episode. Raymond James has collaborated with several services to help navigate this phase of life.
WE OFFER TOTAL WEALTH PLANNING & MANAGEMENT
The comprehensive planning we provide is designed to bring a new sense of order to your financial life.
Read on for important considerations for your short- and long-term goals, including retirement.
Family Legacy Planning
- We can collaborate with your attorney on holistic estate planning.
- In addition, we offer Everplans, a tool that enables you to organize important information and end-of-life wishes.
WHY CHOOSE A CERTIFIED KINGDOM ADVISOR?
- Brent Hulling holds membership in Kingdom Advisors, the organization that issued his Certified Kingdom Advisor designation.
- He can support those looking for financial counsel from a biblical perspective on topics from education planning to financial independence.
MEDICARE GUIDANCE AND MONITORING
- Optimize your choice of Medicare plan with the support of HealthPlanOne.
- HealthPlanOne can also help you adjust your Medicare coverage as your life and health change, assuring appropriate coverage for your preferred providers.
BUSINESS OWNER SERVICES
- Whether you need more capital or are looking for an exit strategy, our experienced team can support you using the robust resources of Raymond James.
- This includes tax planning strategists with experience helping entrepreneurs.
WELLNESS PLANNING
- Your health and your finances are intertwined in complex ways.
- Through relationships with companies like PinnacleCare, a concierge health service, we can help you plan ahead.
ADVANCED TOTAL WEALTH PLANNING
- We can collaborate with Raymond James resources, including CFP® professionals, on sophisticated strategies for affluent investors.
- Gain access to products and services that can address even the most complex financial needs.
FINANCIAL PLANNING
- Together we can create a custom plan and forecast your retirement readiness and more.
- For any planning need, we can stress-test your choices to help you gain confidence.
SOCIALLY RESPONSIBLE (ESG) INVESTING
- An approach that integrates environmental, social and governance (ESG) criteria is becoming a much sought-after strategy.
Our team has custom models available that align with these objectives.
Raymond James is not affiliated with Everplans, PinnacleCare, Broadspire Care Management, HealthPlanOne or EverSafe. Raymond James & Associates, Inc., receives a one- time referral fee from HealthPlanOne for each Medicare Advantage and Medicare Supplement application submitted. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James does not provide tax advice. Please discuss these matters with your tax professional.