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I am dedicated to using the financial planning process to serve the needs of individuals, families and businesses. This includes identifying goals and formulating plans for the various stages of life, advising clients on managing their affairs to realize those goals, and monitoring the plans to make adjustments as life changes occur. I help my clients develop plans in the areas of investment planning, retirement planning, education funding and wealth transfer. I help business owners find retirement plan solutions for themselves and their employees.
By being completely independent, my allegiance is with the client and not with any particular product - I do not represent any proprietary funds or products. Rather, through Raymond James, I have access to thousands of Mutual Funds, Stocks, Corporate and Municipal Bonds, Unit Investment Trusts, Certificates of Deposits, College Savings Plans, 401(k) providers, several Private Money Managers, and thousands of quality Insurance Products.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
From the corner of Lakeland Drive and Grants Ferry Road go one mile north toward Spillway Road. Our offices are located on the left at the Corner of Grants Ferry Road and Lake Village Circle.
Corporate Sponsors
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