Our Clients
We serve individuals and families in need of advice to help grow and protect assets, create income, and plan a legacy. Clients are typically, corporate employees and retirees, business owners who have sold their businesses and family heirs.
Most of our clients come to us through introductions from existing clients.
Retirement and Pre-Retirement Planning and Coaching
Investment Management *
Raymond James and various product sponsors including; Socially Responsible portfolios. (aka, ESG’s – Environmental, Social & Governance), third party asset management. Fee-based.
Alternative Investing *
Private real estate investment trusts, limited partnerships, 1031 Exchanges, Opportunity Zones investing, Hedge funds, access to Park City Family Office
Insurance Services
Life, Long-Term Care, Annuities
Advanced Planning
Taxes, Estate Planning through professional associates.
Charitable Giving & Family Foundation Services
Counseling
Mortgage, Social Security, Medicare, College Funding
Lending
Asset-Based Lines of Credit through Raymond James
401k Services
Corporate plan administration through MBO a One Seven affiliate. Individual 401k management services
The Money Couple™ coaching.
Helping couples agree about money issues.
Longevity Planning
Essential Document Organization Solutions
Family Wealth and Succession planning and counseling.
Second Opinion Service
Exclusively for our clients – Friends and family are entitled to a free analysis and takeaway report of their financial situation whether they are interested in being clients or not.
Soundboard Service
Exclusively for our clients – Friends and family of clients also have free access to our expertise. They are welcome to call with any financial questions or problems they have. They will receive courteous, prompt attention and have their concerns addressed without the sales talk.
* Investment recommendations are made based on suitability and made be limited to qualified investors only. Investments and services mentioned may not be suitable for all investors. Investing involves risk, please consider your objectives, risks, charges, and expenses before investing.
Products and services are recommended based on suitability. Investments may not be FDIC insured and may lose value.
Certain Advisory Persons, in their individual capacities are also registered representatives of International Assets Advisory, LLC, Member FINRA/SIPC (“IAA”). As a registered representative, securities may be offered through IAA, which are separate from One Seven. IAA and One Seven are not affiliated companies