Need a Second Opinion?

Our team is here to serve you. Whether it is your first time seeking a financial advisor, or you’re not sure about the services you are currently being offered, we offer a complimentary, no-obligation consultation to look over your plan.

If you have any questions or concerns with your current financial plan OR want to explore more services, please schedule a Discovery Meeting with us to discuss the following topics:

  • Current Accounts – We can review the current allocations and investments for your accounts and can provide recommendations on cost efficient strategies to help meet your goals.
  • Tax Planning – We can evaluate if you: have any tax loss carry forwards, are subject to AMT-Alternative Minimum Tax, are itemizing (can impact charitable gifting strategies), have an opportunity to go from taxable interest to tax-free interest.
  • Estate Plan – We can provide a general schedule of when to get your items reviewed/updated by an Estate Planner and what you should be looking for.
  • Charitable Gifting – We encourage “giving while you’re living.” We can provide a brief overview of items to discuss with your CPA (that might also increase your tax benefits).

We want to bring clarity and vision to all your financial decisions. Our analysis is here to guide and assist you wherever you are at in life. We will create a plan to support your personal goals through our professional investment management and strategic planning.

To find out more, fill out your information here. Please be sure to fill out the services that you are looking for in the comments section.

Raymond James does not provide tax or legal advice. Be sure to consult with the appropriate professional in regard to your particular situation.