Guidance for the big picture and finer details
Planning for an objective point of view
We’re more than just your financial advisor. We genuinely value your relationship. We listen to you, and help you establish your most important financial goals. We’ll create a plan to help you measure progress toward those goals, and along the way, we’ll always collaborate with your tax advisor, attorney, and other trusted professionals to minimize taxation, maximize inheritance, and to ensure seamless management of your portfolio.
Once your initial goals are determined and we’ve helped to develop the foundation of your financial plan, we’ll move to the next level: Longevity Planning, Legacy Planning and Wellness Planning. Longevity Planning includes helping you cover unexpected health care costs and providing counsel for you to age comfortably in your own home. Legacy Planning consists of gifting to your family and to charities during your lifetime and through your estate. Wellness planning introduces ideas to extend the quality of your life.
Our objective is to provide exceeding value from the service model that drives us.
Raymond James and its advisors do not offer legal or tax advice. You should discuss any legal or tax matters with the appropriate professional.