One of the most important aspects of retirement planning is a comprehensive understanding of your investable assets. After all, it’s likely that these hard-earned assets will need to last the rest of your life. We work closely with our clients to understand their goals and risk tolerance, then offer advice on an investment strategy uniquely tailored to their needs.
The team at Intentional Wealth Strategies, including our own Chartered Financial Analyst (CFA), Chris Long, offers investment management strategies through Raymond James Financial Services Advisors, Inc.
Intentional Tax Strategies
You know you have to pay taxes, but you definitely don’t have to leave a tip!
While we don’t prepare our client’s taxes and we’re certainly not tax professionals, our involvement in our client’s financial lives helps position us as their tax “helper”. We work to implement tax efficient investment management strategies, and help our clients understand the tax implications of their financial decisions.
For many of our clients, the social and environmental impact of their investments is paramount. For those investors, we offer a wide range of Socially Responsible and Sustainable Investing options.
* Utilizing an SRI investment strategy may result in investment returns that may be lower or higher than if decisions were based solely on investment considerations.