Financial Planning

We’ll be by your side to help manage the time-consuming complexities of this lifelong process. You’ll have professional guidance to help keep your goals on track by managing your wealth, staying in contact, providing market insights and reassessing your plan as your priorities change. This will enable you to devote time to your family and life’s other responsibilities.

Investment Management

To build your portfolio, we’ll use industry-leading, unbiased research and provide you with access to both traditional and alternative investments in order to achieve a high level of diversification. As the markets change, we’ll also make tactical adjustments designed to maximize gains, manage risks, and mitigate tax liabilities.

Retirement Strategies and Income Planning

To help you meet your retirement income needs and maintain the lifestyle you have worked so many years to achieve, we develop models that provide insight into choosing the most appropriate investment strategies for your unique situation. With an eye toward your future needs, we often create a retirement income distribution strategy designed to adjust for inflation and market fluctuations.

Life’s Transitions

New job or career

We can help you through your employment transition by incorporating traditional IRAs, Roth IRAs, and 401(k) and other employer sponsored plan strategies into your overall plan. We can advise you on how to manage your various contributions, tell you about new benefit and insurance options, and make necessary adjustments to your current financial plan.


This transition can have a profound impact on you and your family both emotionally and financially. Whether you are newly divorced or presently going through a divorce, we can guide you through the financial issues of dividing assets and managing taxes – giving you an opportunity to move forward with your life.

Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Loss of a spouse

When you’re suddenly responsible for identifying which financial needs to address today while setting and working toward goals for tomorrow, managing your life can seem daunting or even insurmountable. That’s where we can help. We’ll listen carefully to your concerns, thoroughly answer your questions and fully explain each financial strategy we recommend. We’ll also work with your other professional advisors, such as your CPA and attorney. And, if any one of these professionals is not in place, we’ll make referrals to help you establish a complete financial planning team.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.


Transitioning to this phase of your life requires deep thought and detailed planning. We walk you through refining your budget and developing an income plan that is tax efficient. We will guide you on the consolidation of your various retirement accounts and review your estate plan. The process is designed to help you enjoy your retirement and focus on you.

Sale of a Business

This can mean a big change in your life and how do you monetize what you have built over time. We can help project your potential capital needs for the remainder of your life and also give you in-depth advice on how to structure the sale in the most tax efficient manner.

"We believe in being singularly focused on the client and their goals. Everything we do; investments, processes, services are based on helping our clients achieve their goals."

Dave Hunt