We cannot direct the wind, but we can adjust the sails

Financial Planning

  • College Planning

  • Money Management

  • Money Purchasing Plans

  • Profit Sharing Plans

  • Retirement & Estate Planning

  • 401(k) & 403(b) Accounts

Investments

We are pleased to offer the following investments through Raymond James Financial Services.

  • Asset Classes & Sectors

  • Large Capitalization Stocks

  • Market Neutral Strategies

  • Treasury Inflation-Protected Securities

  • High-Yield Bonds

  • Government Securities

  • Master Limited Partnerships

  • ETFs

  • Preferred Stocks

  • Emerging Market Securities

  • Convertible, Municipal & Corporate Bonds

  • Managed Futures

  • Real Estate Investment Trusts

Insurance

  • Life Insurance

  • Long-Term Care