Our objective is to help investors reach/maintain their long-term financial goals. We focus on finding solutions for retirees/people planning for retirement, families, and business owners.
The services we provide are Business Retirement Plans: 401k, SEP IRA, & SIMPLE IRA, Self-Directed Retirement Accounts: Traditional IRA & Roth IRA, Principal Protection: Annuities, Life Insurance, & Long-Term Care Insurance, Non-Retirement Investing, College Savings Plans, Trust & Estate Services.
Its important for our clients to understand our values and process. Getting to know you is important. This not only helps us identify risk tolerance, suitability, and lifestyle; but we also build a rapport.
The software we use at Raymond James shows how to stay on track with your financial goals/retirement plan according to your lifestyle.