Our Services

Our first meeting begins with a thorough examination of your financial resources. We review your financial goals, objectives, time-horizon, and determine your risk-tolerance level. We strongly believe in providing suitable/appropriate/time-tested investments, diversification, and investing over the long-term.

Through our advisors affiliation with Raymond James Financial Services, Inc., our clients have access to a comprehensive range of investments and services, including:

(1) Fee-Based, Institutional-Level Asset Management using
Modern Portfolio Theory and Asset Allocation

(2) Mutual Funds

(3) Fixed and Variable Annuities

(4) Insurance

(5) Retirement Plans (401K, Profit Sharing, Simple IRA, & SEP IRA)

(6) Retirement Lump Sum Distribution & Rollover Analysis

(7) Retirement Cash Flow Projections

(8) Estate Planning

(9) Education Analysis

(10) Cash Management

(11) Stocks and Bonds (Tax-free*), Government & Corporate)

(12) On-line Trading and Account Access

Customer service is a vital part of what we do. We regularly communicate with our clients through newsletters, market commentaries, seminars, and financial reviews. We also offer easy access to your account through the Raymond James Financial Services, Inc. website (www.raymondjames.com), which can be accessed through the financial links located on this website. In addition, should clients have questions or need help, we respond to their needs in a timely manner.

* May be subject to state, local, and/or alternative minimum tax.




 

 

 

Securities offered exclusively through
Raymond James Financial Services, Inc.
Member FINRA/SIPC