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About Us

We specialize in designing tax-efficient and effective retirement income strategies for clients. You’ve worked hard for your retirement assets, and you owe it to yourself to work with experienced professionals who can help your assets work for you during the asset distribution stage of your life.

Through Raymond James Financial Services, our advisors offer a full range of financial products and services, and we are completely independent. In other words, we work for you. We are not agents of an insurance company or financial services company that is interested in promoting its own products. First and foremost, we owe you the highest legal duty - to recommend the investment and insurance products that are the most appropriate to help you reach your goals.