A depth and breadth of services to
meet your full financial needs

 

Through Raymond James, we offer an extensive range of services that goes beyond what you might expect from the typical financial advisor. You can count on us for almost any financial-related need you encounter. It’s this commitment to a comprehensive, holistic approach that allows us to provide the highest level of service and convenience for addressing the busy, multi-faceted life you lead.


Asset management

Our team is here to manage the wealth you‘ve accumulated and help you achieve your goals for retirement.

Our asset management services include:


Retirement planning

Preserving your wealth and maintaining your lifestyle are likely among your highest priorities. You aspire to stay in your home as long as you want and be able to leave behind the legacy you had envisioned.

Because people are living longer today, the possibility of going 30 years without a paycheck takes careful retirement income planning and disciplined investing. We can create a plan for sustainable monthly withdrawals from your investment portfolio designed to help make your money last your lifetime.

Visit our retirement planning site.


Investments

We will customize a personal investment strategy based on factors such as your objectives, time horizon and risk tolerance, then evaluate your current holdings and allocate your assets in a diverse variety of sectors and investments designed to help increase the likelihood of generating a consistent return over the long term.

Asset allocation does not guarantee a profit nor protect against loss.


Educational savings plans

If your goals include providing for the future of a child or grandchild, we can help you investigate your many options and develop an education funding strategy. We can help you provide for this opportunity with investment vehicles such as Coverdell education savings accounts, 529 college savings accounts and specialized trust vehicles.


*In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part 2A as well as the client agreement.