A breadth of services to serve a variety of needs

Our Services

We help professionals and retirement-minded individuals achieve a healthy wealth plan through creating a cash-flow plan, written (comprehensive) financial strategy and tax-efficient retirement income strategies. We also communicate with other professionals in your network like your lawyer or accountant to make sure we have all the resources required to define the most suitable solution for you. A solid wealth plan requires a wide array of services and solutions.

Since we work with Raymond James Ltd., our team has the unique freedom of offering objective, unbiased advice to our clients. Financial planning is a process, not a one-time event. We take into account all aspects of your situation and identify opportunities and continually guide you throughout the course of your life.

How do we get paid? You have a choice between Commission and Fee-for-Service. Like other businesses, this covers our overhead, dealer and compliance costs as well as provides our income. Our earnings are based on providing professional advice to support your financial success. When you succeed, so do we.

Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.
Franklin D. Roosevelt