Create a Plan to Fully Embrace Life
There's no time like the present to prepare for those long-awaited days of leisure with time to pursue your passions, whether it's learning to play golf or nurturing your grandchildren. We can help you maximize the amount of free time you so richly deserve. By working with us now, we can arrange all the details that will affect your financial future, potentially sparing you and/or your loved ones from having to make difficult decisions later.
Wealth Planning
This is where our professionals in tax planning, asset allocation, investment research and estate distribution develop a comprehensive accumulation and preservation plan that is designed to meet your needs and goals.
Trust Services
Through Raymond James Bank Trust Services Department, we provide comprehensive trust services customized to meet your individual needs. From Revocable Trusts, Charitable Remainder Trusts to Irrevocable Trusts, Charitable Remainder Trusts to Irrevocable Life Insurance Trusts, our firm provides the following services:
- Administration
- Tax Impacts/Reporting
- Compliance Matters
- Fiduciary Accountability
Tax Planning
Our tax planning team will prepare your tax return*, provide proactive tax planning or work with your existing tax advisor to develop and implement strategies, allowing you to pay less in income taxes.
Note: Tax services are those of Greg Pacitti and not services of Raymond James or RJFS.