WE Plan

“If you fail to plan, you are planning to fail”
– Benjamin Franklin

70% of wealthy families lose their wealth by the second generation and 90% by the third. 1  WealthEngage has a proprietary process that helps you visualize and execute a custom plan. This unique approach allows you to easily understand your progress, keeping you on track and towards your desired outcome. From risk management and estate planning to tax planning and income strategies, it is our privilege to be your guide while engaging with your heirs. Please enjoy our comments and, as always, feel free to share and write back.

1 2017 U.S. Trust Insights on Wealth and Worth® survey

* Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. As Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

It Feels Like Autumn

October 11, 2018

For me, once Labor Day passes and school is in full swing I always feel that in a blink of an eye it’ll be Halloween.


Four Things Women Need to Know about Social Security

September 25, 2018

Ever since a legal secretary named Ida May Fuller received the first retirement benefit check in 1940, women have been counting on Social Security to provide much-needed retirement income.


Annual Back to School Letter

August 27, 2018

Dear Clients and Friends,
Well, another school year has begun which means this is the time of year we like to remind you of some valuable information and important tips.


What Happens When You’re Gone?

July 5, 2018

Dear Friends,
Anna Kendrick sings “You’re going to miss me when I’m gone”


Are You Prepared?

June 29, 2018

Dear clients and friends,
Nine months ago, my family and I were preparing for a big event.


End of Year Planning Charitable Giving

December 6, 2017

Dear clients and friends,
As the year ends, it’s important to plan for taxes. This is especially true in a year where we might see significant changes to the tax code.


Wealth Fulfillment The structured planning and process to dynamically pursue your unique objectives. Read More
Investment Management A disciplined approach to prudently growing and preserving wealth and leaving a legacy. Read More
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. 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 our office for information and availability.
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