Services
We are a full-service investment advisory firm that helps coordinate and organize the financial affairs of our clients and their families so that they can have more time available to enjoy life. Our goal is to help you achieve a comfortable retirement and overall financial freedom.
We work with:
- Retirees: people who need to turn assets into income, and find ways to make sure the income lasts
- Small business owners transitioning out of their business
- People managing concentrated wealth in a particular company or stock
- People seeking to maximize estate transfer
- Members of the medical profession
Minimum amount to engage us: $1 million. $500k if recommended by an current client or trusted advisor.
We do not expect to be a perfect fit for everyone. To help assess if our services meet your investment and planning needs, we offer, at no cost, to all referrals:
- retirement plan
- portfolio review
- recommendations for optimal financial health
If you have any questions, please feel free to contact us at your convenience. We would love to hear from you!
- 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.
- Stocks How do stocks fit into my financial plan?
- 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.
- Tax Planning Prepare for taxes all year round with this handy reference guide.
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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