Services

As parents and financial advisors, we have a unique commitment to helping other families with special needs achieve financial security. Planning for the long-term financial needs of a loved one can be complex and overwhelming.

Recognizing that a customized financial plan can help provide our loved ones with as much autonomy as possible – we help our clients not only create an appropriate strategy, but also implement that strategy.

Look to us for institutional and private wealth creation and management, along with trust management services including special needs trust advisory services.

We also enjoy speaking and writing about special needs financial planning. Our articles have appeared in medical and not-for-profit journals. Our speaking engagements include disability conferences – including the Accessibility Summit at McLean Bible Church in McLean, Virginia, and public and private workshops for families and professionals.

• Our Advisory Process

• Asset Allocation - Asset allocation versus diversification - what's the difference?
• Asset Management - Discover the benefits of professional asset management.
• Estate Planning - Trust services for the preservation of assets and the fulfillment of wishes.
• Financial Planning - Your financial future is important. Don't trust it to just anyone.
• Retirement Planning - In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
• College Planning - What will it take to deliver the dream?
• Identity Theft - The more you know about identity theft, the better you can protect yourself.
• 401(k) - What to expect from your 401(k) advisor.
• Insurance and Annuities - Preparing for the unexpected may start with quality insurance alternatives.
• Stock Options - Strengthen your portfolio without stretching your finances.
• Special Needs Planning - Planning for a lifetime of support requires special skills, experience, and resourcefulness. What should you look for in a financial advisor?

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.

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