Guidance for all of life’s decisions

While we certainly devote considerable care and consideration to developing your investment portfolio, the holistic financial planning advice we provide goes far beyond just your investments to any matter that money touches. In fact, we encourage you to ask our advice on any financially related matters that arise as your life evolves.

Our holistic financial planning includes:

  • Retirement planning
  • College planning
  • Credit, lending and cash management1
  • Risk management
  • 401(k) accounts
  • Insurance and annuities
  • Tax strategies2
  • Trust services2
  • Estate planning2
  • Charitable giving

1 Services mentioned are not offered through Raymond James Financial Services, Inc. You will be referred to a qualified banking professional for your banking and lending needs.

2 As Financial Advisors of Raymond James, we are not qualified to render advice on tax or legal matters. Tax or legal matters should be discussed with the appropriate professional.

“Go confidently in the direction of your dreams. Live the life you have imagined.”
Henry David Thoreau