Raymond James: Our dedicated partner

What makes us different

We believe in the value of a prudent approach to investing, especially in today’s economy. This means:

  • taking a long-term view
  • identifying and capitalizing on opportunities in today’s environment of high stock market volatility and low interest rates
  • focusing on yield income as an important part of total return

We believe in the benefits of living frugally.

We believe that retirement planning should be a cornerstone of every financial plan.

We believe in the long-term benefits of equity investing in free markets and the importance of dividends and earnings growth as part of a long-term investment strategy.

While we believe in self-reliance, we also believe in helping those in need and giving back.

We believe in developing a meaningful relationship with each client built on trust, integrity, and a high level of personalized service.