Raymond James: Our dedicated partner

Taking thoughtful steps toward your goals

You’ll find that our planning, like our advice, is straightforward and personalized to your needs. Your life is going to change – change is inevitable. We’re here to help you through those changes, adapting your financial plan and investments as needed.

We follow a comprehensive, six-step process developed by the Certified Financial Planner Board of Standards. It is designed to help us develop a true sense of who you are and what you expect, so that we can build a distinct strategy to help see you through the saving, growth and, ultimately, the careful distribution of your retirement income.

  • Establishing and Defining Our Relationship
  • Gathering Information, Including Your Goals
  • Analyzing and Evaluating Your Financial Status
  • Developing and Presenting Financial Plan Recommendations
  • Implementing the Financial Plan
  • Monitoring the Financial Plan