As an independent financial advisor, I can offer a wide variety of investment and insurance advice. I can help individuals and businesses develop plans to help them have a more prepared retirement.
One of the good things about being independent is the ability for me to chose from a wide variety of products to help fit my clients needs withouth having to sell a product to clients. Working with Raymond James gives me access to a wide breath of knowledge and products. Raymond James does not have any proprietary products which we need to sell. As a Raymond James advisor I help my clients by selecting the best products possible. Raymond James has a number of specialized people that work in the areas of; investment planning, tax planning, insurance planning, estate planning and retirement planning to mention a few.
My approach to investing is straightforward: I like to focus on working with clients to become their partner to build a financial future they desire. As we work together, I will explain the investment strategies I recommend as well as any costs, fees or any tax features. Every decision we make is focused on achieving the clients results.
My mission is to help my clients achieve financial independence through thoughtful professional advice, sound risk management, quality investment products and personal,efficient service. I like to make sure that my clients get answers to their questions promptly. My assistant Jane helps me in this area to make sure we are answering clients questions in a timely manner.We pride ourselves in giving the best customer service possible. Often we find that we have the ability to understand clients situations and offer financial guidance to help them reach their goals.
We strive to give the service that most clients should receive but often don't.
Your Rights as a Client:
Click here to read the Raymond James Client Bill of Rights