Knowledge and resources to help you plan a secure future

As you journey through life, your needs will vary according to your short- and long-term goals. In addition to my own experience of 25-plus years, I can also draw on the resources of Raymond James. This collaboration enables me to offer you services for all the phases of your life.

Wealth Management Planning – Along with its many benefits, wealth invites many challenges. Our team offers the sophisticated guidance to help you navigate the demands of wealth while making the most of its rewards.

Retirement Planning – Based on the unique destination you've envisioned, and the stops you'd like to make along the way, we'll work with you to create a strategic retirement plan designed to help you reach your goals while preserving your assets.

Legacy and Estate Planning – By coordinating our efforts with your tax and legal professionals and working closely with you and your family, we will strive to help you establish a financial tradition that can be passed on for generations.

Investments and Securities – Depending on your unique goals and individual tolerance for risk, we can help you explore available investment options – stocks, bonds, mutual funds – and how each might fit into your portfolio and your overall financial plan.

Asset Management – Raymond James provides access to professionals whose skills at risk profiling, institutional asset allocation, money management selection and investment policy development help navigate a constantly changing financial environment.

Charitable Giving – 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.

Small Business Planning – As business owners ourselves, we understand the unique challenges you face when planning for your employees and your business - and we can provide the resources and insight to help you plan well. In addition, we can provide valuation analyses for businesses and ESOPs, as well as help you find appropriate insurance coverage for your company. For business owners seeking the most appropriate exit strategies, we can help you value your business, assess the tax implications and position your company for sale.

Life Insurance – Insurance plays a crucial role in your financial plan because it is designed to help protect you from the unexpected. Raymond James provides a wide array of quality insurance alternatives that can provide an important layer of safety for you, your family, your business or your organization.

Long-Term Care Insurance – Long-term care insurance can help you preserve your savings and give you access to a range of care options. Nearly four in 10 people will need long-term care at some point during their lifetimes. Medicare provides only limited coverage and does not cover custodial care, which older individuals often need.