Our Services

Wealth Management

By allocating your assets to a diverse variety of sectors and investments, we attempt to increase the likelihood of generating a more consistent, positive return over the long term.

    • Goals and objectives
    • Asset allocation
    • Risk tolerance
    • Investment review
    • Security selection and review
    • Performance reporting

    Asset allocation does not ensure a profit nor protect against loss.

Financial Planning

There is more to life than simple transactions and returns. Similarly, there’s more to financial planning than just a portfolio. We look at planning through a wide lens and help you to pursue your short- and long-term goals.

    • Goals and objectives
    • Budgeting
    • Cash flow analysis
    • Distribution strategies
    • Large purchase planning
    • Lending and debt management*
    • Emergency funding
    • Education funding
    • Gifting
    • Legacy planning
    • Net worth statement
    • Business planning
    • Small business management
    • Investment policy statement

    *Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.

Retirement Planning

Because people are living longer today, the possibility of going 30 years without a paycheck takes careful retirement planning and disciplined investing. Once in retirement, preserving your wealth and maintaining your lifestyle are likely among your highest priorities. We can help you prepare for this significant milestone in life.

    • Retirement accumulation
    • 401(k) planning
    • Retirement income analysis
    • Pension planning
    • Social Security planning
    • Annuity planning
    • Medicare planning
    • Life insurance planning
    • Disability insurance planning
    • Long-term care insurance

Tax Planning

We take a tax-sensitive approach to financial planning and work with you and your other professional advisors – accountant, tax attorney – to help mitigate the impact of taxes.

    • Tax planning
    • Wealth transfer strategies
    • Tax-efficient allocations
    • Charitable giving
    • Stock options
    • Concentrated stock positions

    While familiar with the tax provisions of the issues presented herein, Raymond James financial advisors are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Multigenerational Wealth Management

Our team is highly experienced in handling all the intricacies of multigenerational wealth planning – preserving, managing, reviewing, and creating a legacy for your family’s wealth. From retirement planning to college planning to transferring wealth to your loved ones, we can help manage all the details on your behalf, freeing you to focus on enjoying your successful life. This is done by working closely with you and your other professional advisors – CPA, estate planning attorney, and so on.

    • Retirement accumulation
    • 401(k) planning
    • Retirement income analysis
    • Pension planning
    • Social Security planning
    • Annuity planning
    • Medicare planning
    • Life insurance planning
    • Disability insurance planning
    • Long-term care insurance

With Timely and Useful Engagement & Communications

  • Comprehensive planning review
  • Proactive Touchpoints, with insights and recommendations
  • Publications, including regular market and economy updates

Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Investments mentioned may not be suitable for all investors.