A Passion for Details marks our approach
Serving as your center point of guidance, our team will consider how the many facets of your financial life fit into the big picture. Like holistic medicine, holistic financial planning focuses on each area where your finances and your life intersect – the whole you. This includes planning for healthcare costs in retirement, ensuring your legacy plan is in order in collaboration with your estate attorney, and assessing where your risk lies.
For complex planning needs, we leverage a team of Raymond James home office-based attorneys, tax experts, wealth consultants and tenured portfolio consultants. These specialists provide targeted advice, such as tax optimization strategies, employee benefits options and ways to maximize charitable giving. The robust resources available to us allow us to offer strategies for a wide variety of needs.
Our holistic approach is driven by our passion for the details. Providing objective advice that is custom-fit to your path in life is our mission.