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Our Services

Our services include:

  • Investment planning – Developing a dynamic plan to invest current assets and future income based on your financial goals, aspirations and constraints, including your concerns about risk.
  • Cash flow analysis – Assessing your financial inflows and outflows to help determine your true financial situation.
  • Tax planning – Evaluating the tax implications of your financial decisions with an eye toward minimizing your tax liability.
  • Estate planning – 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.
  • Education funding – Identifying the tools and strategies that best meet 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.
  • Asset allocation – Finding the most appropriate mix and balance of asset classes to meet your needs.
  • Banking services – Providing a full array of banking services including commercial and residential mortgages through Raymond James Bank, member FDIC.*
  • Life and disability insurance – Completing a thorough insurance review and recommending a specific insurance program appropriate for your needs.
  • Asset management/portfolio monitoring – Delivering a comprehensive, structured approach designed to optimize your investments.
  • Hedging and diversification strategies – Identifying and implementing cost-effective techniques for mitigating risk.
  • Retirement planning – Helping you to make appropriate retirement decisions now … to help ensure you can retire with the life you’ve envisioned.
  • Long-term care planning – Evaluating your potential long-term care needs and recommending an insurance program consistent with those needs.
Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. are affiliated with Raymond James Bank, N.A., a federally chartered national bank. 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.

Equal Housing Lender