Wednesday, March 10th, 2010

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Financial Planning


I’ve been in the financial services industry for over 25 years, helping people achieve goals like financial independence, retirement, college planning and taking care of family members. I believe my gift is being able to make complicated financial matters easy to grasp. I design custom financial plans and portfolios for my clients, and, as a Certified FInancial Planner Practitioner, I am proud to say I am held to a higher ethical standard, I am bound to ALWAYS put my client interests first.

I own an office in WInter Garden, Florida and I have clients all over the United States (Skype is amazing, isn’t it?). I am also thrilled to be a member of the Raymond James Financial Services group of offices, my clients receive all of the benefits of a major Wall Street firm while receiving my personal attention.

If you’d like to discuss your financial questions with me or would like to discuss having me do some work for you, please click here to visit my financial planning website.


Securities and investment advisory services offered through RAYMOND JAMES FINANCIAL SERVICES, INC., member FINRA /SIPC.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed.
Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
© 2009 Raymond James Financial Services, Inc., member FINRA /SIPC.