A COLLABORATIVE TEAM to count on
Kim Goble
- Technology Management
Kelley Baertels
- Senior Registered Client Service Associate
Bill Hamilton
- Trust and Family Planning Document Reviews
- Cash Management Accounts-Lending Solutions*
- Equity Portfolio Management
- Charitable and Family Gifting Strategies
- Outside Investment Management Selection**
- Private/Alternative Investments**
Brian Williams
- Financial Planning-Retirement-College-Health Care Costs-Major Expense
- Custom Mutual Fund Portfolios
- Insurance Reviews-Insurance Trusts
- High-Net-Worth Stock Options & Corporate Stock Options
- Special Strategies for Business Owners
*Lending solutions are offered through Raymond James Bank, an affiliate of Raymond James & Associates, Inc. Raymond James & Associates, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.
**High Net Worth and/or High Minimum Requirements
Our team works with families to oversee their current and future financial wishes, by creating and monitoring a step by step plan. This is accomplished with a holistic approach, using your team of Attorneys, CPA’s, Bankers, and Investment Managers. Bill and I consult on hiring, monitoring, and reporting results achieved by our selected investment managers. This is designed to help clients meet their goals with the least amount of risk.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
