As your financial planning partner, I’ll use a detailed process to create a personalized plan that integrates your investment management, retirement planning, and your estate plan.

• In consultation with you, I’ll evaluate your financial picture, both present and future.
• I’ll recommend investments intended to meet your short- and long-term objectives.
• After we’ve thoroughly discussed my recommendations and you’ve approved them, I’ll implement the plan.
• We will have reviews scheduled at your desired frequency to discuss your portfolio and your overall financial situation. Together, we’ll make decisions about adjusting your mix of investments as needed.

The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.