IRA Rollovers
Confused about IRA Rollovers? Changing careers?
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Estate Planning
Debts, fees and taxes can consume over half of the total assets in an “unplanned” estate.
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Gay and Lesbian Couples
Non-traditional couples and the GLBT community may face financial planning difficulties that traditional couples will not encounter.
With more than 40 years of combined financial planning experience, Sacha Millstone and Greg Evans, of the Millstone Evans Group of Raymond James & Associates, Inc., are committed to providing superior service and support. By listening to clients and applying a unique investment discipline, they are able to create personalized strategies and portfolios designed to help investors reach their goals.
The Millstone Evans Group specializes in retirement, estate and tax planning, wealth and portfolio management, socially responsible investing, education funding, and charitable giving. Additionally, they use the Sudden Money™ Program, giving clients the roadmap necessary to help build a sudden windfall into lifetime financial security. The team is dedicated to simplifying the investing process, allowing clients to continue concentrating on other important areas of their lives.
Our goal is to help simplify the financial investing process, allowing our clients to continue concentrating on other important areas of their lives.
