Here for you at every turn

Our clients treat us like family, and the feeling’s mutual. These loyal clients often introduce us to like-minded people, who seek guidance to help prudently manage their wealth so they can take care of those they love. We’re honored by their trust in us and are available to lend our collective expertise to help you and yours plan for a secure financial future. 

Affluent individuals
When you’re playing the front nine, your time is spent accumulating wealth, building your career and, for many, raising a family. But it’s also the time you should be thinking about your financial future, strategically planning for the years ahead when you may need to pay for college educations or finance your retirement. Our financial planning team covers a broad array of services and expertise to help you create a comprehensive, holistic financial plan that takes into account your assets, liabilities, savings, taxes, estate planning and charitable giving needs.

Many retirees envision retirement as an idyllic time to pursue lifelong goals. And it should be, especially if we do the work upfront to preserve and share the wealth you’ve gained during your working years. As you play the back nine, we can help alleviate some of the anxiety that leaves many wondering if they’ll have enough retirement income to last a lifetime, be healthy enough to enjoy the fruits of their labor or be able to preserve their financial legacy for the next generation. We do so by walking the course together, advising your choices as we work through the emotional tasks of transferring and distributing your wealth, while striving to protect your estate from over-taxation.

Our first meeting
We are financial planners, not stock planners. For us, it’s about focusing on you from the first moment you walk in the door. That’s why you’ll always find cookies and a fresh pot of coffee waiting for you. Once you’re comfortable, we’ll begin the process of getting to know one another. In fact, our first meeting will serve as the foundation for the relationship we’ll build together. We’ll discuss your goals, debt level, risk tolerance, income, reserves and retirement plans, among other topics. During our one-hour initial review, we’ll also talk about how our unique backgrounds can help you establish trusts, powers of attorney and wills, as well as ways we can help preserve your assets.

Changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of Raymond James & Associates we are not qualified to render advice on tax or legal matters.