Our Services

Financial Planning

  • College Planning
  • Retirement Planning
  • Tax Plans
  • Estate Planning
  • Money Management
  • 401(k) Planning
  • Money Purchasing Plans
  • 403(b) Planning
  • Profit Sharing Plans

Investments (offered through Raymond James Financial Services)

  • Asset Classes & Sectors
  • Preferred Stocks
  • Large Capitalization Stocks
  • Emerging Market Securities
  • Market Neutral Strategies
  • Convertible Bonds
  • Treasury Inflation-Protected Securities
  • Municipal Bonds
  • High-Yield Bonds
  • Corporate Bonds
  • Government Securities
  • Managed Futures
  • Master Limited Partnerships
  • REIT'S
  • ETF

Insurance

  • Life Insurance
  • Long-Term Care