We’re all about you

When it comes to financial planning, there is only one person that matters: You. Because this is your life, your goals, your dreams. It’s not just about saving for retirement or paying for a child’s education. It’s about having the resources and the time to accomplish your goals, and still enjoy life’s great moments along the way.


It starts with knowing where you want to go, then figuring out how to get there. Whether you are just starting to save or ready to retire, we’ll begin with a conversation to get to know who you are and your vision for your life. You have ideas for the future, but what will it take to reach them? Like most people, you may need to balance needs with wants, and prioritize long-term goals over near-term desires. The job is made easier when we work together to bring your vision for the future into sharp focus.


We consider planning for your financial future an ongoing process. While retirement is frequently the focal point of financial plans, yours also should consider the many life events you’ll experience on your journey. Weddings, births, graduations, family vacations, buying a new home and leaving a legacy should all be included in your long-term plan, as should the other, less predictable, “detours.” So it’s important that we spend time monitoring your progress and making adjustments along the way.


Once we have a full understanding of what you want, we can begin designing a fully customized plan to reach your goals, which could be anything from securing a comfortable retirement, paying for a child’s education, purchasing a second home or just saving a bit more each month.

Together, we can develop a realistic plan geared toward your priorities and help you weigh the decisions that can strengthen your plan and address the concerns that keep you up at night.


Before we put your plan into action, we will thoroughly test it to help ensure you are fully prepared for the little curveballs life throws your way. We believe sound planning and testing for the “what ifs” go a long way toward accounting for the surprises, while keeping your financial plan working toward your goals.


For us, life well planned is more than a motto. It’s our purpose and our promise. It’s also the goal that drives every Raymond James advisor to help their clients prepare for major financial milestones and each moment in between. And at Raymond James, we know that growing your wealth is about enhancing and organizing your life, while having access to the people, activities and things you care about most.

That’s where we come in, as a partner to help you prepare for the future you’ve always wanted. We can help you identify and prioritize your goals and devise a plan to reach them. We’ll work closely with your other tax and planning professionals and those who matter most to you to give you the best possible chance of achieving the life you’ve dreamed of.

Riches do not consist in the possession of treasures, but in the use made of them.
Napoleon Bonaparte