Our Services

Financial Planning is the foundation for client recommendations. Once we have completed the planning process, we will work with you to match your unique needs with the most appropriate products and strategies while helping you evaluate your choices and make the best decisions possible. Whether the objective is related to your family or business, we provide a wide selection of investment vehicles and insurance options for you to choose from.

Our services include the following:

Comprehensive financial plans
Cash flow planning and budgeting
Insurance planning, including health, life, disability, long-term care*
Income tax planning
Estate planning
Retirement planning
College planning strategies
Investment planning
Investment management
Small business retirement plans and employee benefits
Coordination with your other professional advisors — attorneys, bankers, CPAs, insurance agents

*Long Term Care Insurance Products may not be suitable for all investors. Surrender charges may apply for early withdrawals and, if made prior to age 59 ½, may be subject to a 10% federal tax penalty in addition to any gains being taxed as ordinary income. These policies have exclusions and/or limitations. The cost and availability of Life Insurance and Long Term Care insurance depend on factors such as age, health, and the type and amount of insurance purchased. As with most financial decisions, there are expenses associated with the purchase of Life Insurance and Long Term Care insurance. Guarantees are based on the claims paying ability of the insurance company. Please consult with a licensed financial professional when considering your insurance options.”*Non-variable insurance products are not offered through Raymond James. All investing involves risk and there is no guarantee that any strategy will be successful. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.