We serve multiple generations – each experiencing a different life stage. Many times, financial planning concerns affect more than one generation of a family. For instance, the heads of families may be highly interested in leaving a legacy for their children, grandchildren and community organizations. We design strategies to provide for those you care about and potentially generate personal financial benefits. The customized and comprehensive financial plans we create serve as the foundation for clients’ goals and the future they envision, not only for themselves, but for their children as well.

We have taught our clients’ children the nuances of money management and have acted as a facilitator to communicate the values of the family. We encourage them to start saving, investing and planning for the future.

Often times, family wealth is concentrated in real estate, a closely held business, or single company stock requiring special strategies. We help to monetize, diversify or transfer assets, while mitigating tax implications. Another risk to wealth is the erosion of investment gains due to taxes. Our knowledge of tax-advantaged investments and the tax impact of specific transactions can help you preserve more of your assets.

Our mission is to serve as your family’s financial advisors, helping you manage and preserve your wealth, and build your legacy so you have the freedom to focus on what matters most. Like your family, our team is multi-generational – giving us a diverse perspective and the ability to deeply understand your situation.

Changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. Investors should consult a tax professional for tax advice specific to their situation.

Amy and Brad are balancing their family’s needs with saving for retirement.

Life was once simple for Amy and Brad. They are a close family with strong core values and four children. Brad is a corporate executive who travels extensively and volunteers as a high school baseball coach. Amy manages the home and is active in arts.

While they keep their financial lives private, things were getting more complex with questions about college planning, the mortgage, investment management, Brad’s aging parents, and Amy’s family estate issues. They needed wealth management professionals that held similar values, would respect their privacy, and be accessible. And they wanted tools that could help them stay on top of their financial lives no matter where they were.

The Solution

Once the McGee Wealth Management team got to know Amy’s and Brad’s financial needs, they defined and quantified their goals to be debt free and created a plan to pay off their mortgage within the next five years. Each child’s education funding was planned using software that calculated the costs and opportunities. Their plan is kept up to date virtually through the family’s personal web access. McGee’s wealth management solution gives Brad and Amy all their financial data in this one place. Since data and reports are available 24/7, they can work with their McGee advisor in person and virtually. They now feel focused and back in control.

Planning Highlights

The McGee team designed and implemented current and future financial plans that fit their needs for cash flow, retirement planning, college education funding strategies, wills and trusts concepts, and counsel for aging parents.

Brad and Amy are in control of their financial futures; everything is in one place coached by advisors who know them well and share their values.

This investment profile is hypothetical and not indicative of any specific situations or clients. Individual circumstances and results will vary. It is presented only as an example and not intended as investment advice. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Making Life a Richer Experience