Hiring a team of specialists is a client’s investment in their future financial well-being. When determining the added value received in doing so, a client has to consider many factors.

Value is a subjective assessment that varies from individual to individual. At times it is measurable, more often it is determined by a feeling.

Fees for our services are charged as a percentage of the assets you place under our management at Raymond James. The services we provide are as follows:

Behavioral Coaching

  • Reactions to Market Duress & Euphoria
  • Rebalancing & Strategy Changes
  • Preparing for Planned Life Events
  • Preparing for Unexpected Life Events

Life & Financial Planning

    Pre-Retirement Accumulation
  • College Education Funding
  • Social Security Maximization
  • Retirement Spending Strategy
  • Healthcare & Aging Preparation
  • Goal Prioritization
  • Caring for a Family Member

Recommending Financial Strategies

    Asset Placement
  • IRA Distribution
  • Tax Minimization
  • Cost Effective Implementation
  • Options Strategies
  • Tax Loss Harvesting
  • Conversion Analysis

Investment Management

  • Compiling & Interpreting Data & Information
  • Security Research
  • Security Selection
  • Daily Monitoring
  • Disciplined Buy & Sell Strategies

Succession Planning

  • Asset Placement & Account Titling
  • Coordinating Client Care with Family
  • Second Generation Preparation To Receive Estate

Specialist Coordination

  • Accountants
  • Estate Planning Attorneys
  • Assisted Living Care