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OUR SERVICES

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About

Charting Your Path to Financial Freedom

As the early pioneers said of the Old West, you don’t set out down a path without knowing the territory first.

 

For 25 years, we’ve followed an established, orderly process that helps us build and maintain a financial plan customized to your family’s unique goals and the future you envision.

While your journey in life may take you to many places, you don't have to go anywhere else to find all the financial solutions you need for your family or business – we've assembled them all right here.

 

Consider it our version of a Texas roundup.

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Personal Planning

We will take your financial planning to new levels, simplifying the complexities of your financial life and helping you plan and pursue your short- and long-term goals. By collaborating with your accountants and other professionals, we focus holistically on your financial success. 

Capital Management

Want to enjoy a comfortable life and the retirement you envision? Cash flow analysis, budgeting, accumulation, and income-projection modeling can help shape your spending and give you confidence as you pursue your financial goals.

Investment Consulting

We customize an appropriate mix of mutual funds, stocks, bonds, and other investments, all aligned with your needs, goals, timeline, and risk tolerance.

Tax Efficiency

We can identify tax inefficiencies and mitigate your liabilities by developing and implementing appropriate strategies to lessen or shift current and future tax liabilities. We happily work in conjunction with your tax advisor.

Risk Management

We’ll help protect your wealth against catastrophic loss, litigation, and more. We provide many solutions, including life insurance and long-term care, that offer security for you, your family, and your business as you prepare for the unexpected.

Legacy Planning

A well-designed estate plan can help your family successfully and seamlessly navigate wealth transfer. We create and implement financial strategies to help maximize your legacy and minimize the tax burden from one generation to the next.

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Changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as financial advisors of Raymond James we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.

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