Our team won't begin identifying services until we thoroughly understand your unique personal story, and have identified your specific goals. We'll consider the many parts and pieces that make your life unique, and together we'll develop a customized financial plan that brings them all together seamlessly. Through rigorous research, a highly structured approach, regular conversations with you, and discussion with external investment managers, we'll develop—and maintain—a living, breathing plan that will adjust with the twists and turns of your life, helping you achieve your dreams.
WE'RE PROUD to be a Local Business with National Resources.
As a completely independent, family-run business our advisors are able to be flexible and form solid, long-term, one-on-one partnerships with our clients. As independent advisor affiliates of Raymond James, we are able to draw on their wealth of resources and technology tools while exercising complete freedom to select the products and services that are appropriate for our clients.
To learn more about our specific services, click on the links below:
Asset Allocation. What's the difference between asset allocation and asset diversification?
Asset Management. When managed professionally, the benefits can be tremendous.
Retirement Planning. Charting a course for your retirement destination.
Estate Planning. Enjoy the confidence that comes with careful planning.
Tax Planning. Minimize the effects of taxes with year-round planning.
Mutual Funds. Your purchasing power at work.
Stocks. How stocks fit into your financial plan.
Bonds. Determining if they're right for you.
Insurance. Selecting the right life insurance.
Annuities. A plan for your future.
College Planning and 529 Plans. What it takes to deliver the dream.
Identity Theft. The more you know, the better you can protect yourself.
401(k). What to expect from your advisor.
WE BELIEVE in making a difference
(and helping our clients do the same).
One of our greatest desires is to give back. We're involved in a number of charitable endeavors, and are always delighted to help when our clients wish to do the same.
Donor-Advised Funds (DAFS) DAFs allow our clients to make a tax-deductible contribution to an as-yet-unnamed 501(c)3 organization, and later determine where the donation will be applied. Created to encourage generosity and advance planning, DAFs provide you with the time you need to explore where you really want to invest your money.
Philanthropic Goal Setting In addition, we're also happy to work with your attorney to come up with creative solutions for your unique philanthropic goals.
Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes. To learn more about the potential risks and benefits of Donor Advised Funds, please contact us.
