Who we serve

Successful Professionals

We believe that you don’t have to settle for the status quo. When your life and wealth are built on a cornerstone, you can pursue greater dreams and make the impact you’re truly capable of making- in your life, in the lives of those you love, and in the legacy you leave behind.

Helping our clients realize what’s truly possible for their careers, for their lives, and for the difference they can make in the lives of those they love.

We empower successful professionals with a financial plan and the leadership tools to help them achieve what’s truly possible for their wealth, their lives, and their families.

Services

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 advanced technology and Risk Number® help 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.

The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Goal Planning & monitoring results may vary with each use and over time. 

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.

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Getting The Relationship You Deserve

How To Choose A Wealth Advisor

This tool will help you define your expectations and stay in control of the conversation when you interview potential financial advisors. Rather than being managed through a sales process and having to decipher the meaning of financial jargon like “retirement success”, you’ll be free to think and dream about the impact you want to have and the legacy you want to leave.