Our Services

Developing a dynamic plan to invest current assets and future income based on your financial goals, aspirations and constraints, including your concerns about risk.

Assessing your financial inflows and outflows to help determine your true financial situation.

Evaluating the tax implications of your financial decisions with an eye toward mitigating your tax liability.

Raymond James and its advisors do not offer tax advice. Please discuss these matters with the appropriate professional.

Preparing – in conjunction with relevant professionals, where warranted – a plan to administer and distribute your assets, both before and after death, through vehicles including wills, trusts, gifts and powers of attorney.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Identifying the tools and strategies that help pursue your objectives including, but not limited to, Coverdell education savings accounts, 529 college savings accounts and specialized trust vehicles – and integrating them into your total portfolio.

Finding the most appropriate mix and balance of asset classes to help meet your needs.

Asset allocation and diversification does not ensure a profit or protect against a loss.

Providing a full array of banking services including commercial and residential mortgages through Raymond James Bank, member FDIC.*

Completing a thorough insurance review and recommending a specific insurance program appropriate for your needs.

Insurance products offered through Raymond James Insurance Group, an affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc.

Delivering a comprehensive, structured approach designed to optimize your investments.

Identifying and implementing cost-effective techniques for mitigating risk.

Helping you to make appropriate retirement decisions now … to help ensure you can retire with the life you’ve envisioned.

Evaluating your potential long-term care needs and recommending an insurance program consistent with those needs.

Insurance products offered through Raymond James Insurance Group, an affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc.