Specialties
We specialize in designing tax-efficient and effective retirement income strategies for clients. You've worked hard for your retirement assets, and you owe it to yourself to work with experts who can make your assets work their hardest for you during the asset distribution stage of your life. Through Raymond James, we offer a full range of financial products and services, and we are completely independent. In other words, we work for you. We are not agents of an insurance company or financial services company that is interested in promoting its own products. First and foremost, we owe you the highest legal duty - a fiduciary duty - to recommend the investment and insurance products that will best help you reach your goals.