FAMILY WEALTH PLANNING GROUP, LLC
NAPLES, FLORIDA

The Family Wealth Planning Group is a full-service wealth management practice that specializes in serving individuals, families and business owners. Our sole focus is to help clients and their advisors solve complex financial matters designed to maximize wealth, enhance lifestyle & empower loved ones. Mission: 1. INTEGRITY – Always Doing the Right Thing We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey. The advisors of the Family Wealth Planning Group sole focus is to help clients and their advisors solve complex financial matters that manage wealth, enhance lifestyle & empower loved ones. We are excited about sharing with you how the Family Wealth Planning process will help you achieve you and your family now and in the future. As the founder of the Family Wealth Planning Group, Tom’s greatest accomplishment and passion is partnering with clients as their Family Trusted Advisor. Tom is recognized for his leadership roles within Raymond James Financial including the development of other advisors on a local and national level within the firm. Prior to joining Raymond James and the team at Family Wealth Planning Group, Mrs. Keric advised affluent families at Accredited Investors, Inc., a nationally acclaimed financial planning firm in Minneapolis, Minnesota. Mrs. Keric established her career at Accenture Ltd., as a management consultant for several Fortune 500 companies.  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 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. Janet has 30 years of Financial Services industry experience including 24 years with Raymond James Financial as co-founder, with her husband, of a Raymond James Financial Services office in Ohio. She is passionate about serving others and her background and skills will enhance the mission of the Family Wealth Planning Group. She provides the team with daily operational support and leadership to help in the long-term growth plan of the firm. Janet earned a bachelor's degree with honors in business management from David N. Myers College in Cleveland, Ohio. Janet holds her Series 7, 24, 51, 63 securities licenses. She resides in Naples with her husband; they have four grown children. She enjoys sharing "Paradise" with their northern family members and friends. Janet is an avid crafter, and pickle ball has recently gained her interest. Janet is also an active participant with her husband's involvement in a local Rotary International Club. We put the needs of our clients first. And we chose to partner with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, superior client service, and the financial planning and investment resources of a premier financial services company. While Raymond James has the resources to match even the largest firms’ capabilities, our focus is on building close-knit individual relationships based on trust and integrity. The firm’s culture of independence allows us to work closely with you to create custom solutions to your short- and long-term financial challenges. We’re honored to partner with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting our relationships with our clients. Those values have helped Raymond James become one of the largest independent financial services firms in our industry, with a long-term track record of stability and growth. 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 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. 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.