We are an independent team based in the heart of America, but we work with clients across the country. We put the interests of our clients ahead of everything else. We offer an array of services and individualized strategies, as well as thoughtful consideration and careful planning, to help you reach your financial goals. Our mission is to help you plan for the future as you see it.
Our mission is to be the trusted independent advisor for all aspects of our clients' financial lives, realizing that while markets fluctuate, our commitment and values are unwavering.
We will help develop a plan designed to provide a smooth and tax-efficient transition into retirement. We help our clients make smart financial and investment decisions to provide a more confident financial future. We take the time to understand each client's individual situation and goals.
As the trusted advisor, we are committed to open, timely and responsive communication with our clients. Their needs and goals will come first and they will count on our team for unbiased and professional advice. We will continue to educate our clients and give them confidence that their investments are being handled in a prudent manner. We will be both responsive to our clients and proactive with clients in our ongoing communications.
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Frank Hampton
Financial Advisor
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John Reber
Financial Advisor
Raymond James does not provide tax or accounting services.
