Providing Confidence and Comfort:
Helping you Create the Lifestyle
You Desire Before and During Retirement
We will help you...
...manage wealth as you save for retirement
...preserve wealth, utilizing risk management strategies, as you near retirement
...distribute wealth, generating the income stream you need, during retirement.
Your financial needs and goals will change as you progress through life. The financial plan we work together to create will be designed to change with you, as you work towards retirement,* transition into retirement and enjoy your retirement years.
Updating your plan along the way and using realistic expectations can potentially increase the likelihood of reaching your desired goals and successfully achieving the retirement lifestyle you envision, while striving to address your fears, hopes and dreams along the way.
Throughout this process we will support, guide and advise you.
The STABILITY of a long-term relationship with a financial advisor
who KNOWS YOU, UNDERSTANDS YOU, and CARES ABOUT YOU
can be a source of comfort.
We are Certified Financial Planners™ who have been helping families manage, preserve and distribute wealth since 1975.
*If you are 50 or older, do you have a Retirement Income Plan? If not, please call us so we can help you with this critical component of your retirement plan.
Our family financial planning practice has been providing individual financial planning solutions to clients since 1975.
We have proudly been affiliated with Raymond James
Financial Services, inc., Member FINRA/SIPC, a
premier financial planning firm, since our inception.
In 1975 we chose to serve our clients as independent professional
financial advisors, believing it offered us the best mix of support
and resources as well as the autonomy to make decisions
that are in the best interest of our clients.
Today we still believe we are able to serve you best as
independent financial advisors.
Consider allowing us to provide COMFORTING CONFIDENCE in YOUR plan for retirement.
Eric and Dick Hilliard are both Certified Financial Planners™.
To earn this designation, each completed several years of extensive
coursework and rigorous study.
They sought out this additional education to help them fully
assist their clients across the spectrum of financial planning
needs one might see during a lifetime.
We are currently accepting and welcome new clients.
Please visit our How We Can Help You , What You Can Expect,
and About Us pages to learn more. 
Your Rights as a Client:
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Click here to read the Raymond James Client Bill of Rights |
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.
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