Comprehensive Financial Planning

Financial planning can be difficult. Let us alleviate the stresses that accompany managing your financial life. Together, we will build a wealth plan that encompasses all financial aspects while addressing your goals and needs so that you may concentrate on your life’s passions.

Developing a comprehensive financial plan includes but not limited to:

• Trust and estate planning
• Retirement planning
• Proactive tax planning
• Family legacy services- Passing your core values, ideals and assets for future generations to enjoy while being sensitive to the often personal and emotional issues that accompany substantial wealth
• Financial counseling
• Business advisory services- Providing succession planning, risk management and advice for families whose wealth is closely tied to a family owned business
• Education planning
• Philanthropic strategies
• Life, annuity, long term care insurance
• Collaboration with outside advisors, including attorneys and accountants

This website is a publication of StillBlue Financial Partners, LLC. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Information on this website does not involve the rendering of personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.

Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.

StillBlue Financial Partners, LLC is registered as an investment adviser with the states of Florida and Georgia and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

All investment strategies have the potential for profit or loss. There are no assurances that a portfolio will match or outperform any particular benchmark.

Content should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.