Our Purpose

We are focused on one simple purpose – to make your life easier. We provide you a client experience focused on organization, communication, and service.  As our client, you enjoy a personalized approach to financial planning and an enduring professional relationship.

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What We Are

We are independent advisors providing full service financial advice and investment management. Although we operate as a boutique practice, we leverage the extensive capabilities of a large national institution through our affiliation with Raymond James Financial Services, Inc.

Financial Planning

It is our belief that all clients, regardless of age, wealth, investment experience and family structure, must plan in order to meet their financial goals. Our planning process is based on organization, analysis and execution. The ultimate goal of this process is to simplify the unique complexities of each client’s financial situation and empower them to confidently make financial decisions.

Investment Planning

We invest in a manner that helps clients meet their goals. To do so, requires both a technical understanding of each investment as well as the role that investment plays in an overall investment plan. We analyze client portfolios to identify risks, opportunities, potential outcomes and whether the investments are working in concert with one another. With a clear understanding of their investment portfolio, we can be confident that we are moving the client closer to achieving their goals.

Income Planning

Many of our clients have a common goal – they all plan to live off of income (now or in the future) generated by their assets. One of the options to achieve this goal would be to design an income plan that effectively takes assets that have been accumulated over years and reposition those assets for distribution. By evaluating a client’s assets from a tax, estate planning and cash flow perspective, we can confidently position a client’s assets in order to generate their desired amount of income. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Insurance planning

Oftentimes, a client goal will be to mitigate or eliminate certain financial risks and sometimes insurance is the best way to do just that. Our insurance planning process stems from our financial planning work. Part of gaining a complete understanding of client’s financial situation is identifying their exposure to certain risks and whether their current insurance coverage offers sufficient protection. Should an insurance need be identified, we work with clients to find and secure the necessary coverage.