Taxes

• Tax Planning
  Your requirements may include protecting assets from liability risk, tax planning, mitigating the effects of healthcare cutbacks, managing education debt, independent contractor issues and, finally, preserving your wealth for retirement.
• Charitable Giving
  You’ve worked hard to accumulate this level of wealth and you deserve a partner who will manage the complexities with careful attention. We understand our clients with significant wealth have unique needs, from tax optimization strategies and generational wealth considerations to liquidity events and charitable giving strategies. As a trusted guide, we can help implement a wealth strategy worthy of your unique position. You can rely on us to manage your well-earned prosperity – now and for the future.
• Tax Services
  We can provide all the support, tools and information you need to rise to the unique demands of wealth – for the good of your family and the causes you value most. From trusts to living wills and tax management strategies, we can help you take a comprehensive approach to multigenerational planning. Let’s work together along with your tax and legal professionals to find answers to important questions, establish trust and open dialogue, and provide the gift of opportunity to those who matter most.

Investment

• Investment Management
  Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.
• Mutual Funds
  Ben began his career in financial services in 2001 and previously spent 16 years with Franklin Templeton Investments. Today, he provides financial and estate planning for families and small business owners using stocks, bonds, managed money solutions (like mutual funds and exchange traded funds), college savings plans, insurance products and more through Raymond James.
• Bonds
• Wealth Management
  Our clients recognize that they belong to a select group of dynamic and uniquely successful individuals. They also have the distinction of a preeminent need for sophisticated wealth management. As inspired and independent thinkers, we pride ourselves on providing unbiased investment advice and financial guidance that our clientele has come to rely on and trust.

Accounting

• Accounting Services

Planning

• Financial Planning
  We put the needs of our clients first. We chose to align with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, client-focused service, and the financial planning and investment resources of a premier financial services company.
• Retirement Planning
  Prior to merging his investment planning practice with Reynolds Wealth Management, Brad spent the past 30 years working as a financial planner, community banker and college professor. His areas of focus include retirement planning, income and tax planning and tax-advantaged investments. Brad graduated from Greenville College with a degree in psychology and received a master’s degree from Southern Illinois University.
• Annuities
  Today, Greg provides financial, retirement, and estate planning through the use of equities, fixed income, annuities, 529 savings plans, and more through Raymond James.
• Long Term Care
  In addition to the typical investments and services most financial advisors offer, Marc prides himself on being knowledgeable about life insurance and long-term care insurance – two vital ways to help protect his clients from the unexpected. As an Accredited Asset Management Specialist™, Marc has completed a course of study encompassing investments, insurance, tax, retirement and estate planning issues.
• Asset Management
  Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
• College Funding
• Asset Protection
  Our team of financial professionals is experienced in managing the financial issues that impact physicians and other healthcare professionals. By collaborating with your tax, legal and insurance professionals, we can create family limited partnerships or asset-protection trusts, and help you find umbrella insurance coverage and solutions for dealing with managed care reimbursement cutbacks and rising practice expenses.