Utilizing Future Success Builder℠ tool*, we help clients develop and achieve clear personal and financial goals, while freeing them to focus on other life pursuits. We believe that education is the key to understanding how a person can plan for financial independence, and we strive to provide this education and information to our clients. Our specialties include Family Office Services, Wealth Management, Multi-Generational Planning, and Retirement Planning.
Our team works to provide our clients with a customized plan that may include all or some of the following:
• Customized Estate Plan
• Personal Wealth Page
• Charitable Gifting
• Generational Wealth Preservation
• Business Succession or Sales
• Employee Benefits
• Compensation and/or Bonus Plans
* Future Success Builder℠ is not affiliated with Raymond James
*Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.
Financial Planner, RJFS
Insurance Agent, K&A