Our team strives to assist you in managing your assets so that you can maintain your lifestyle now and in the future. We understand that you have spent years planning and preparing for your retirement … and we’re committed to helping you live your dreams.

Among the services our team offers are:

Resources vs. needs analysis

We concentrate on carefully examining your resources, as well as your current and future needs, to help ensure your investment portfolio can continue to provide the income you require. Then, only after identifying adjustments that may better suit your situation, do we make investment recommendations.

Specially targeted portfolios

In retirement, reliable income and management of risk usually become the two most significant factors for an investment portfolio. Our model portfolios include conservative, income-based, principal-preservation strategies that concentrate on fixed income investments to help meet your retirement needs.

Estate planning services

Working with your other advisors and employing the resources offered by Raymond James – including the specialized services provided by the Raymond James Trust Companies and insurance provider Planning Corporation of America – we can assist you and your family in making this process easier while also potentially reducing your current tax obligation. If necessary, we can refer you to an estate planning attorney in your area.

We look forward to helping you appropriately manage your assets so that you can enjoy the lifestyle you’ve planned.