YOUR GOALS | OUR MISSION

It’s all about planning……helping you plan the business of life.

Financial planning is the process of allocating your financial resources to meet your life’s plan. It’s the business plan for your family that carefully targets each area of your life. It takes the guesswork out of managing your finances and helps you understand the implications of each decision.

Don't go it alone! We take the time to get it right. We understand every family is unique and the vision of your life is yours alone. We help people plan for more than market cycles, we help them plan for lifetimes. While what we do is complex, what motivates us to do it is very simple: we want to help people. That desire is the foundation of our firm and the spirit that drives us every day.

We believe the business of financial planning is a business of professional experience and personal insight, of using collective wisdom to achieve individual aspirations. At the same time, we draw on the vast technological and informational resources of Raymond James, one of the nation’s leading financial services companies. The result is a visionary financial plan that is both comprehensive in scope and as distinctive as a fingerprint.

Carlie L. Dugan, Managing Partner of the firm and CERTIFIED FINANCIAL PLANNER ™ professional is a member of the 2017 Raymond James Executive Council*, acknowledging an extremely high level of commitment to clients through personal service and professional integrity.

Getting ahead of the curve can make all the difference. Call us today for a confidential consultation.

*Membership is based on prior fiscal year production. Re-qualification is required annually. Executive Council Member, RJFS, 2017, 2016, 2015, 2014, 2013, 2012, 2009 & 2008

Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.