As a team, we help create and manage customized financial plans that center around your goals. Let us help you make the right choices in the following life stages:

  • Preparing for retirement
  • Living in retirement
  • Death of a loved one
  • Social Security
  • Change of job
  • Divorce

Life Goals:

Our team of advisors offer the following services:

  • Customized Retirement Income Planning
  • Social Security Strategies
  • Required Minimum Distributions Planning
  • Investment Consulting
  • Portfolio Construction
  • Tax Efficient Investment Strategies

Future:

We help you prepare for the financial moving pieces that occur at death by:

  • Creating a Future Contingency Plan
  • Reviewing your Estate Plan
  • Reviewing your Beneficiaries
  • Guiding your Beneficiaries to Settle your Estate

Story:

We facilitate opportunities for you to:

  • Articulate your Story
  • Share Life Lessons Learned
  • Express your Why to Life
Brandon Halm, CFP, CPR, OPP
Financial Advisor
Olivier Bizimungu
Financial Advisor
Evan H. Tanaka
Financial Advisor CFMA
Kelly Francis, SGA
Senior Graphic Designer
Our mission is to help you financially live the story you want to share.

The future at your fingertips

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Legacy Financial Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.

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