Raymond James Financial Services, Inc.

Financial Planning and Investment Management I partner with my clients to help identify goals, gather and review financial data and establish a comprehensive financial plan designed to be flexible to adjust for life's changes. Professional Asset Man...

Financial Planning and Investment Management I partner with my clients to help identify goals, gather and review financial data and establish a comprehensive financial plan designed to be flexible to adjust for life's changes. Professional Asset Management, Early Retirement Rule(s) 72(t) & 72(q), structuring "Personal Pensions" for retirement income, Tax Reduction and Risk Management. As a Certified Employee Benefits Specialist, I provide planning and guidance for Corporations and Business Owners of closely held companies in the areas of Business Continuation, Executive Compensation, Stock Option Planning, Restricted Stock Sales, Net Unrealized Appreciation (NUA) and Qualified Retirement Plan Design & Administration.