Tax Law Changes

If you have not already heard, tax law changes are likely coming soon. Watch below to learn more about how you could be affected and how we can work with your CPA to help.

Ideal Client

As many of our existing clients know, our ideal client values fiscal fitness, a team approach, professional advice, counsel, and guidance.  Explore below to learn more about the qualities our ideal clients possess.

WomanUp

Laura has her hands in many things but one of her passions is to help women connect. Take a look at what was one of the inspirations for WomanUp, the Asheville Area Chamber of Commerce’s women in business initiative. Raymond James is not affiliated with WomanUp or Asheville Area Chamber of Commerce.

Lifestyle Creep

Lifestyle creep occurs when your standard of living outpaces your income. This changing COVID environment is ideal for lifestyle creep to “creep in” and threaten your financial future but there are ways to keep this from happening.

Faith Why

Faith Doyle started investing at the young age of 23, from there she turned her personal interest into a career years later. She has a gift for analyzing and managing finances and planning for long-term goals and makes use of it daily. Check out the video below to hear all about her “why”.

Laura Why

Laura Webb has been in the financial services industry for nearly 40 years and has loved every minute of it. She is passionate about serving our local community and supporting women. Watch our new video below to learn more about her “why”.  

Client Why

Your “why” is a deep motivation, whether it be a purpose or a cause that fuels your life. We are committed to understanding your “why” and will use it as a guideline for your individual financial plan. Check out our video below to learn more.

Longevity

Life expectancy is at its highest and it is common to fail to plan for the costs associated with living longer. We take a life-centered approach to planning for retirement that is purposeful and personal to each client. Watch our video below to learn more.

Brain Trust

We believe in using a holistic approach to help our clients reach their goals and we will work with their team of professionals to ensure that those goals are met. Check out our video to learn more about how your Brain Trust can benefit you. Investing involves risk and you may incur a profit or a loss regardless of strategy … Read More

Blooper Reel

To end 2020 on a positive note, we put together a video of bloopers for a laugh. Please watch below and enjoy.