Our Financial Advisor Team

Financial Planning

We are dedicated to helping our clients build the life they want. Your financial plan is more than just a portfolio. Using a holistic lens, we create a strategy designed to meet today’s needs and plans for future objectives.

Our financial planning services include:


Retirement Planning

Building Toward a Vibrant Retirement

Our objective is to help you construct a meaningful retirement while living the life you want today. We take into account your growth objectives, phase of life, and personal and financial goals to build a balanced strategy.


Risk Managed Review of Insurance

Protection Against the Unplanned

We conduct a thorough review of all the insurable risks you are exposed to and match that with appropriate and competitively priced insurance.


Tax Planning

Capitalizing on Tax Efficiency

Partnering with your CPA, we offer tax planning services focused on opportunities to mitigate your tax bracket and situation.



Benefits Review

Maximizing Your Benefits

We review all benefits available to you from your employer or from your own company to maximize the opportunities such benefits bring to your financial picture.


College/Education Planning

Conquering Educational Goals for Your Family

After determining the level of education funding goals you have for your children and grandchildren, we calculate what money needs to be deposited today or over time to fund your objectives.


Executive Compensation Package Review & Stock Option Planning

Choosing the Right Strategy

We review options available for you to exercise such as stock options, long term incentive packages, stocks, performance based stock, or deferred compensation. Then, coordinating with your broader financial picture, we help you make informed decisions with confidence.



Estate Planning

Designing Your Legacy

In tandem with our estate planning professionals, we guide you through a process that considers your current lifestyle goals and helps you preserve the values and traditions you have embraced throughout your lifetime.


 

 


 


 *Raymond James and its financial advisors do not render advice on legal matters. You should discuss these matters with the appropriate professional.

 

Portfolio Management

Our investment management approach is custom-tailored to help meet your needs. Through evaluating client risk tolerance, determining the appropriate time horizon, and understanding income needs off of the portfolio, we set an asset allocation strategy that takes into account the above parameters along with current market opportunities.

We closely monitor performance and adjust allocation as needed. To ensure our clients feel fully informed and communicated with, we provide clear and transparent reports on an ongoing basis.

 

Qualified Retirement Plans

We offer Qualified Retirement Plan design and implementation services for businesses of 100 people or less.

 

Working with Raymond James

Birch Cove is an independent advisory firm that does not hold assets on behalf of our clients but rather utilizes the custodial and brokerage services of Raymond James Financial Services.

Raymond James Financial Services has a stellar reputation and supports our firm in many ways including: providing leading investment research, enabling access for our team and clients to innovative technologies, and offering operational and trading support.

 

Learn what your life can look like when you work with our financial advisors

 

Make A Connection

 


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This site is published for residents of the United States only. Raymond James financial advisors may only conduct business with residents of the states 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 your local Raymond James office for information and availability.

 

Birch Cove Group, Ltd. is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Birch Cove Group, Ltd. and Raymond James Financial Services Advisors, Inc.

 

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