Our Services

Comprehensive Financial Planning & Wealth Management Services

Financial Planning Services are offered at an hourly rate*, quoted in advance. In some cases we may deal with only one or two specific issues, such as retirement planning, education funding, portfolio management, estate planning, or long-term care. When warranted, we will work with you to develop a comprehensive financial plan. Our objective is to help you achieve your financial goals, whether they are limited and specific, or all-encompassing.

Portfolio Management Services

After assessing your needs and preferences, we will recommend a team of proven professional portfolio managers to meet your specific needs. We will monitor their progress toward the achievement of your objectives and make adjustments as appropriate. We will charge a fee based on a specified percentage of the value of the assets under management. Our objective is the same as yours - to grow your account within your pre-determined risk tolerance. You may discontinue the arrangement at any time without penalty.

Securities and Insurance Brokerage

In addition to our Comprehensive Financial Planning and Portfolio Management Services for which we are compensated via a fee, we also offer complete securities brokerage services, for which we are compensated via commission. Securites are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. We also offer life, disability, and long term care insurance through Planning Corporation of America, a subsidiary of Raymond James.