Personal Financial Planning and Wealth Management
From a detailed, complicated tax code to diverse investment opportunities, the complexities of today’s financial world demand leading-edge financial planning to ensure the soundness, and proper management of your assets. A carefully considered strategic plan is a necessity when it is time to send a child to college, transfer assets to family members, or retire from your business. You want the confidence knowing that you have made proper arrangements with the proper professionals.
The financial advisors at Church, DeVoe offer creative and useful financial solutions designed to meet each of your particular financial objectives. Whether through estate planning, tax and investment strategies, or personal budget analysis, the financial advisors at Church, Devoe provide you an integrated, seamless and comprehensive plan that addresses any and all areas of your financial life, while paying attention to your individual wishes and desires. Richard DeVoe and Rob Church Jr. hold both the Certified Financial PlannerTM (CFP) and Personal Financial Specialist (PFS) designations, demonstrating our dedication to providing leading-edge financial services to our clients.
Specific Financial Planning Services Include:
· Income tax planning
· College and education planning
· Retirement planning
· Estate and gift tax planning
· Asset allocation and transfer
· Investment planning
· Charitable gift structuring
· Cash flow planning and debt restructuring
· Personal budgeting
· Risk management
· Wealth Management
Through the diverse array of financial planning and investment services we have access to through Raymond James, you can have the confidence of knowing that you are being objectively guided by certified and dedicated professionals in the complex world of finance. You also have the assurance of a course of action that is designed to achieve results and meet specific financial goals and objectives.