Need a second opinion?

We offer a complimentary one-hour financial review for individuals, families, and businesses, providing an customized assessment of your current situation. This consultation will help assess if you're on track or identify specific opportunities to enhance your strategy, empowering you to achieve your goals with confidence.

Our consultation may include

Portfolio analysis: Asset allocation, performance review
Cost & expense analysis: Cost analysis of your investments
Tax planning: Review potential tax-saving strategies
Social security & medicare review
Estate analysis: Review current wills & trusts
Insurance risk review: Review life, disability & long-term care insurance

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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