Partnering With Others

Collaboration with other professionals is often an essential part of ensuring… 
…. total integration and seamless management of your financial picture. This can save you time.

As a licensed CPA* and CFP®, our services can easily integrate with your existing advisors to accomplish this. Where those current relationships may be unsatisfactory, we also maintain working relationships with a wide variety of certified public accountants, and attorneys.

*Raymond James does not offer tax advice or services. You should discuss any tax or legal matters with the appropriate professional.

I recognize that your family’s dynamics, goals, and risk tolerance are unique and I will tailor my process to meet your personal and financial needs and objectives.

My fourfold step process includes:

  • 1. Discovery
  • 2. Diagnose
  • 3. Design
  • 4. Deliver
  • Clearly and concisely defining your investment objectives and considerations
  • Ensuring that all of your investment needs are fully and appropriately reflected in your strategy
  • Defining a formal investment strategy to guide asset allocation and portfolio management decisions. I am able to bring institutional access to the retail investor.
  • Provide a foundation upon which to build and implement a customized wealth plan while paying close attention to tax minimization strategies at the same time.
  • Ensuring an approach that considers all of your needs, not just for your portfolio but also with your wealth as it applies to how you live your life now and how you want to live your life later on.

In addition to the investment tactics put in place, one of the biggest value adds my clients experience is the formulation of their tax, trust, and estate strategies. After I am able to review your personal balance sheet, income statement, and cash flow statements, I am able to help coordinate tax and estate efficiencies within your plan. I take my time to ensure we are paying close attention to specific ways to lower any taxable exposure the family may face this year and potentially several years into the future. It all starts with the plan and the insight on what to do next when it comes to ever changing tax laws.

Raymond James does not offer tax advice or services. You should discuss any tax or legal matters with the appropriate professional.

Six Questions

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.