Financial Guidance for You & Your Family
As a son of a police officer (then a postal worker after retirement) and a nurse, I appreciate the hard working members of our community. Hard working savers/investors that wanted better lives for their families are the cornerstone of our client base. We have had the privilege of guiding generations of clients. We work closely with the other professional advisors such as CPAs and attorneys that help our clients to ensure our service is in harmony with all aspects of your life.
You've spent a lifetime building a legacy. Let our prudent approach help you make the most of it.
Our Services Include:
- Retirement Income Planning
- Risk Management
- Social Security Optimization
- Distribution Strategies
- Banking & Lending Solutions
- Wealth Transfer
- Estate and Legacy Planning
- Tax Planning**
- Healthcare Planning
**Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax or legal issues, these matters should be discussed with the appropriate professional.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
