professional expertise and a premier level of service

There are many words that aptly describe the client experience at Lance Hocutt Financial Group – high touch, nurturing, consultative and holistic. Our family-like environment and multifaceted approach to planning and investing are designed to make our clients feel right at home and confident about their future.

Our team is highly experienced in financial planning and all the disciplines it entails, from retirement income strategies to multigenerational legacy planning. But perhaps the biggest distinction that sets us apart is the premier level of service we provide our clients. It comes across clearly to our clients: You matter to us.

Our alignment with Raymond James

Our alignment with the broker dealer Raymond James is another important part of how we serve our clients. Raymond James is one of the largest independent financial services firms in America. Founded in 1962 and a public company since 1983, Raymond James has always been a different kind of company.

Unlike competitive firms that are a bank first and foremost, most of Raymond James’ business is exactly what we do – financial planning for families and individuals. They have a long history of embracing long-term planning and methodical decision-making while staying uncompromisingly client focused.

Its unique culture of independence gives us complete freedom to offer our objective, unbiased advice without any pressure to push proprietary investment products. The firm’s 3,500 professionals in its St. Petersburg, Florida, headquarters provide the support and resources we need to help best serve the needs of our clients.