Estates and trusts
Portfolio modeling
Retirement planning
Small business consultation
Education funding
Taxable and tax-free fixed income
Insurance planning

Complete list of services and products

We have partnered with Raymond James, one of the nation’s leading investment management firms, because we believe that choice is crucial in investment and financial planning.

Our practice provides access to a selection of investment products that is both broad and deep, because we feel that your strategies should change along with your lifestyle and your needs. And a change in strategy may require alterations to your portfolio.

Diversification1 is sound policy, because it’s designed to reduce the inherent risk of investing. Your future is important. You deserve an extensive array of investment alternatives and services that can meet your sophisticated needs.

1 Diversification does not ensure a profit or guarantee against a loss.