Essential services
to address all your priorities in life

There’s much more to your life than simple transactions and returns. Similarly, there’s more to financial planning than just a portfolio and a retirement strategy. You have many things to plan for now, soon and well into the future, so we look at financial planning through a wide lens, and we develop strategies designed to keep you comfortable in the present while helping you reach your near- and long-term goals.

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. You aspire to stay in your home as long as you want and be able to leave behind the legacy you had envisioned. We can help you prepare for this most significant milestone in life.

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Whether it’s providing income for a spouse, educating children or grandchildren or leaving money to your favorite charity, proper estate planning can help ensure that your assets accumulated over your lifetime are preserved for the use you have intended. We can offer financial strategies designed to efficiently manage the transfer of wealth from one generation to the next, and mitigate related tax issues.

If your goals include providing for the future of a child or grandchild, we can help you investigate your many options and develop an education funding strategy. We can help you provide for this opportunity with investment vehicles such as Coverdell education savings accounts, 529 college savings accounts and specialized trust vehicles.

Our objectives are to preserve wealth, achieve a reasonable rate of return, and counter the erosive effects of inflation and taxes. We provide discretionary asset management services to individuals and institutions and remain committed to following a disciplined investment process.

We know that a proper asset allocation among cash, equity, fixed-income securities and alternative investments can be an effective way to pursue investment goals. We believe the formula for investment management should include the key components of skilled investment research, long-term planning and a well-managed professional relationship.

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

Through the resources offered by Raymond James, we can help you create a charitable giving plan that not only helps the organizations you're passionate about, but also has the potential to generate personal tax benefits and further your overall wealth management plan.

We understand the challenges business owners often face and have helped many new, growing and mature businesses succeed. Most important, we recognize your business is unique. Working with you as a partner in your success, we’ll take the time to understand your goals and help you address a wide variety of needs, including asset preservation, cash management, employee retention programs, insurance, financing and succession planning.

If you have a 401(k) plan, we can offer our recommendations regarding the funds you are in. Additionally, each time you switch employers, you may have created a new retirement account. We can help you consolidate your accounts by using IRA rollovers. If you receive stock options at work, you may have a high concentration of company stock in your portfolio, which can mean too much risk exposure. We can offer strategies for resolving this specific issue.

Many of today's retirees can expect to spend 30 years or more enjoying the fruits of their labor. That's why it's increasingly important not simply to plan for retirement, but to plan for longevity in retirement - all of the years it might last, all of the ways your life will change and all of the events you can't foresee.