Investor Access

Our objective is to provide our clients with a financial roadmap for their life goals and help acheive them. This includes college education, retirement, tax and estate planning, and income and life protection strategies.

To help acheive these goals we offer, through Raymond James, a full line of products and services including:


 Pension plans
 Turn key financial planning
 Municipal bonds
 Annuities
 Insurance
 Mutual funds
 Professsional money managers


Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through Raymond James investors are offered an extensive array of investment alternatives and services.

• Asset Allocation
  Asset allocation versus diversification - what's the difference?
• Asset Management
  Discover the benefits of professional asset management.
• Estate Planning
  Trust services for the preservation of assets and the fulfillment of wishes.
• Financial Planning
  Your financial future is important. Don't trust it to just anyone.
• Mutual Funds
  Your purchasing power at work.
• Retirement Planning
  In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
• College Planning
  What will it take to deliver the dream?
• Bonds
  Are bonds right for you?
• Identity Theft
  The more you know about identity theft, the better you can protect yourself.
• 401(k)
  What to expect from your 401(k) advisor.
• Insurance and Annuities
  Preparing for the unexpected may start with quality insurance alternatives.
• Stock Options
  Strengthen your portfolio without stretching your finances.

Girish S. Thakar MS, MBA, AWMA President, Thakar Financial LLC Registered Principal, RJFS Contact Us