Our Services

Our services include:

• Investment planning – Developing a dynamic plan to invest current assets and future income based on your financial goals, aspirations and constraints, including your concerns about risk.
• Cash flow analysis – Assessing your financial inflows and outflows to help determine your true financial situation.
• Tax planning – Evaluating the tax implications of your financial decisions with an eye toward minimizing your tax liability.
• Estate planning – Preparing – in conjunction with relevant professionals, where warranted – a plan to administer and distribute your assets, both before and after death, through vehicles including wills, trusts, gifts and powers of attorney.
• Education funding – Identifying the tools and strategies that best meet your objectives including, but not limited to, Coverdell education savings accounts, 529 college savings accounts and specialized trust vehicles – and integrating them into your total portfolio.
• Asset allocation – Finding the most appropriate mix and balance of asset classes to meet your needs.
• Banking services – Providing a full array of banking services including commercial and residential mortgages through Raymond James Bank, member FDIC.*
• Life and disability insurance – Completing a thorough insurance review and recommending a specific insurance program appropriate for your needs.
• Asset management/portfolio monitoring – Delivering a comprehensive, structured approach designed to optimize your investments.
• Hedging and diversification strategies – Identifying and implementing cost-effective techniques for mitigating risk.
• Retirement planning – Helping you to make appropriate retirement decisions now … to help ensure you can retire with the life you’ve envisioned.
• Long-term care planning – Evaluating your potential long-term care needs and recommending an insurance program consistent with those needs.