Estate Planning
Estate Planning with PTP Investment Group, LLC
At PTP Investment Group, LLC, we specialize in coordinating with your professional partners, such as attorneys and tax advisors, to align your investment plans seamlessly with your existing estate planning documents. We aim to provide comprehensive financial management that reflects your personal goals and values.
Why Estate Planning is Essential
Estate planning involves more than just creating a will. It encompasses a variety of legal documents and strategies designed to protect your assets, reduce taxes, and ensure that your wishes are carried out. Proper estate planning can:
Our Approach to Estate Planning
At PTP Investment Group, LLC, we take a holistic approach to estate planning. We understand your unique financial situation and work closely with you to develop a personalized plan. Our process includes:
We start by understanding your financial goals, family dynamics, and existing estate planning documents. This helps us identify potential gaps and opportunities in your current plan.
We coordinate with your attorneys, tax advisors, and other professional partners to ensure that all aspects of your financial and estate planning are aligned. This collaborative approach ensures your investment strategy supports your overall estate planning goals.
We design a comprehensive estate plan tailored to your needs Based on our consultation and collaboration with your professional partners. This may include updating wills and trusts, setting up new trusts, or implementing tax-efficient strategies.
We guide you through implementing your estate plan, ensuring that all legal documents are correctly executed and that your financial assets are appropriately titled.
Estate planning is not a one-time event. We review your plan to ensure it continues to meet your needs and make adjustments as necessary due to changes in your financial situation, family dynamics, or tax laws.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
If you’re a first-time investor looking for guidance, PTP Investment Group, LLC is here to help. Contact us today to schedule your initial consultation and take the first step towards a well-planned financial future.
Disclaimer
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links Disclaimer
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as PTP Investment Group, LLC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. PTP Investment Group, LLC is separately owned and operated and not independently registered as a broker-dealer or investment adviser.
PTP Investment Group, LLC
8551 N 125th East Ave. Ste. 325 Owasso, OK 74055-2290
(918) 973-4015