Financial Planning Services
“Investment ideas should pass the ‘paper napkin’ test. If you can’t explain the investment to a friend on the front of a paper napkin, then you don’t understand it and you shouldn't invest in it.”
— Laura Waller
Laura Waller, CFP®
813-221-1956
laura.waller@raymondjames.com
Jonathan Wax, CFP®
813-221-1956
jon.wax@raymondjames.com
We’ll help you plan for the future by assessing your present circumstances, needs, preferences, goals and desires. We’ll provide knowledgeable advice and services tailored to your objectives, assisting you with:
“Investing based solely on past performance is like driving down the highway using only your rearview mirrors.”
— Jon Wax
- Investment choices, planning and trading
- Retirement planning and cash flow analysis
- Risk management
- Asset and debt management
- Cash management and banking services
- Trust services
- Education funding
- Tax and estate planning
- Asset allocation
- Equities, options, bonds and mutual funds
- Fixed income securities
- Insurance and annuities
- Overall wealth preservation
To help you meet your financial goals, we employ professional money management and in-depth market analysis and research. We offer a variety of investment products including:
- Mutual funds
- Stocks
- Annuities
- Life insurance
- IRAs
- Roth IRAs
- Retirement plans
- CDs
- Bonds
- 529 college savings plans
- UTMA accounts
- Research
*Please note: Trade requests transmitted via e-mail will not be executed. Please call our office at 813-221-1956 to make trade requests. If we cannot be reached, please call Concierge Services at 800-647-7378.