Our Services

Our services include:

  • Investment planning
  • Cash flow analysis
  • Tax planning
  • Estate planning
  • Education funding
  • Asset allocation
  • Banking services
  • Life and disability insurance
  • Asset management/portfolio monitoring
  • Hedging and diversification strategies
  • Retirement planning
  • Long-term care planning

EHL logo Banking and Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc. Unless otherwise specified, products purchased from or held at Raymond James Financial Services or Raymond James & Associates, Inc. are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, are not guaranteed by Raymond James Bank and are subject to investment risks, including possible loss of the principal invested. Diversification and asset alocation does not ensure a profit or protect against a loss.