- Do you have enough to retire?
- Is your portfolio tax efficient?
- How seamless will you transfer your wealth?
- Are you maximizing Social Security/Medicare benefits?
- Are you protected from the unexpected?
- Will your assets outlive you?
Marcum's Financial Wealth group is focused on your total financial wellness.
Whereas a tax accountant offers tax return preparation and planning and a financial advisor reviews retirement and financial planning, our professionals work together to unlock strategies aimed at enhancing your financial well-being. Our tax, financial planning, and legal expertise cater to your specific needs and incorporate a combination of integrated services, strategies and planning techniques to provide you with optimal guidance and consultation, monitoring and oversight.
This "one-stop" approach allows the advisors from each discipline to work together, resulting in more expedient and beneficial consultation. We aim to move beyond tax preparation and portfolio management to become the planner, advice giver, problem solver and intellectual capital warehouse.
At each level, clients are provided with both the initial analysis and strategy creation and ongoing monitoring and progress reporting packages that are combined to provide clients with ongoing, intrinsic insight into their financial roadmap.
Contact one of Marcum's regional representatives.
- Tax planning & strategy.
- Wealth tracking.
- Retirement planning.
- Performance overview.
- Education and major expense planning.
- Estate planning.
- Cash flow and debt management.
- Life stage.
- Type of returns.
- Net worth.
Defining a concise statement of your personal goals.
Developing strategies to guide prudent actions for the future.
Understanding how your personal connections affect your goals.
Modifying the plan to suit your particular needs.
Joining together all aspects of your financial, tax and legal plans.
Controlling and monitoring the outcome of your plan.
(available with Raymond James accounts only)
Fees will vary based on the exact services that are part of a customized engagement.
The personalized options are examples and the exact services may vary by client and are subject to change without notice
THE RAYMOND JAMES ADVANTAGE *
The decision to hire a professional financial team should take into account the quality and professionalism of the firm that stands behind them. In choosing to do business with our team, you are also doing business with Raymond James.
Our team utilizes the extensive resources of Raymond James to effectively meet the needs of our clients. This approach allows us to provide a wide range of solutions by leveraging the expertise of Raymond James professionals.
* Securities are offered exclusively through Raymond James Financial Services, Inc., member FINRA/SIPC. Marcum Financial Services LLC is independent of Raymond James Financial Services.