Who we serve

Nearing or In Retirement

We often find that our clients don’t know what’s truly possible with their wealth and their life. With us, you’ll start to dream bigger. We help uncover the greater possibilities available to you that give you the confidence to pursue greater dreams.

We want your plan to create meaningful outcomes in your life.

Our team will analyze your income needs for today and tomorrow, then help you develop and implement a plan to help you achieve the life you’ve imagined in retirement. We can also offer advice regarding the most appropriate distribution strategy for your employer-sponsored retirement plans and IRA’s.


Financial Planning

Goal Planning and Monitoring (GPM) – Gain confidence with a clear understanding of how various factors would impact your plan. Use current assets, contributions, and withdrawals to compare results using average returns, bad timing, and a ‘probability of success’ that evaluates how well your portfolio performs in each of 1,000 different possible scenarios.

Risk Analysis

Riskalyze – Precisely define the risk you’re willing to take, then compare it to how your portfolio is expected to fluctuate (within a 95% probability) for the next six months. The cutting-edge technology and Risk Number® helps us quantify your tolerance for risk, discuss realistic expectations, and make appropriate adjustments.

Tax Return Analyzer

Holistiplan – Evaluate planning opportunities and various scenarios such as shifting income or converting to a Roth.

Social Security Analysis

Consider your full financial picture and compare social security claiming strategies to determine the most appropriate for you.

Wealth Management System

Easy access to all of your information in one convenient place. Aggregate all of your investments – even the ones not held with us – and important financial information using the organizer. Interact with a living snapshot of your bank accts, 401(k)’s, mortgages, etc. on the home page. Track how your portfolio is performing, or drill into individual accounts and asset breakdowns, using the investments tab. Securely store important documents in the vault. Evaluate your spending habits using the spending tab. Easily adjust numbers to plan for changes or identify ways to optimize your investments using the goals page. Run reports about your financial picture anytime.

Client Access

View Raymond James account statements and tax-reporting documents, track your asset allocation, review your fund selections, see how funds are performing, and access market information. Deposit checks into your accounts using the camera on your smartphone or tablet. Upload, store and organize digital copies of vital documents, and collaborate with us using vault. Review, sign and return important financial documents to our office with e-signature.

It’s Time to Pursue Greater Dreams with a Solid Foundation.

Riskalyze and Holistiplan are independent third-party service providers and are not affiliated with Raymond James. The projections or other information generated by investment planning software regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time.

Let Us guide you to and through retirement

Retirement planning is at the heart of our comprehensive wealth management services.

Women and Wealth

We want you to have the confidence to pursue greater dreams.