We provide individuals and families with holistic financial planning, investing our time and resources to simplify and streamline your financial wellbeing. We take the time to understand your wants, need and worries, to create a customized plan. With each relationship we build with our clients, we seek to provide organization, accountability, objectivity, proactivity, education and partnership.
We will help bring order to your financial life both at the macro level — investments, insurance estate planning taxes, and the micro level — household cash flow.
We will help you follow through with financial commitments, by prioritizing goals, creating a path, and regularly reviewing progress.
We will provide objective outside counsel, consulting with you on key decisions, researching pertinent information, and disclosing potential conflicts of interest.
We will work with you to anticipate and plan for changes in life.
We will work to understand your situation, providing the necessary resources, and explaining options and risks to facilitate effective decision making.
We will partner with you to work toward achieving your best possible financial outcomes, understanding your background, needs, and objectives to provide clear and transparent advice.
Planning for future financial goals including retirement, college education, travel, and more.
Providing recommendations that align with your financial goals and comfort with risk, then implementing and monitoring those investment strategies.
Determining the optimal age to claim Social Security to provide you with the highest income in retirement.
Helping you determine the best strategies for giving to meet your philanthropic desires and mitigate taxation.
Reviewing estate documents and beneficiaries in coordination with your estate planning attorney.
Analyzing needs for different forms of insurance including life, disability, and long-term care to help protect your nest egg.
Implementing strategies to create tax efficiencies and coordinating these strategies with your Tax Adviser.
* Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
* 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 more information and availability.