Our process begins with a discreet, complimentary initial consultation, at which time we evaluate the needs and goals of our client. Working together, we then identify the most appropriate level of service to address the client’s needs, as well as the most cost-effective alternatives for their specific situation, whether they be fee- or commission-based. Once we’ve tailored a custom plan for our client and put it to work, we conduct frequent portfolio reviews. Clients also receive detailed periodic reporting from Raymond James Financial Services and have access to their account information via the RJFS Investor Access website.
Our broad capabilities include a specialization in complex tax and estate planning. Gary Zaugg and his staff, through Raymond James Financial Services, perform personal and business financial consulting as well as life, disability and long-term care risk management. The group also provides college funding and retirement planning. We offer our clients real-time brokerage services, industry-leading financial markets research, and comprehensive wealth management with access to institutional and private money managers, as well as access to trust and banking services. We offer specialized support services for lawyers, accountants and other professionals as well.