Helping you achieve your personal vision based upon your individual needs, goals and risk tolerance.

The “New Normal” and What It Means for Your Financial Future

The “New Normal” and What It Means for Your Financial Future

We keep hearing about a “new normal” and “these uncertain times.” Does anyone really like the sound of that? There’s ...
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A New Era and New Look: Three Decades Centered Around Your Vision

A New Era and New Look: Three Decades Centered Around Your Vision

We continue to hear about a “new normal” –yet this really is not new. Change is constant and we must ...
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The Selflessness of Putting Yourself First – To Help Others

The Selflessness of Putting Yourself First – To Help Others

“In case of a loss of cabin pressure masks will drop from the ceiling. Place the yellow cup over your ...
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Go Paperless with Your Financial Documents

Go Paperless with Your Financial Documents

New rules require Raymond James to deliver new disclosures to existing clients by June 30, including a 100-page document with ...
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The Seat Belt Sign's Illuminated: 3 Rules for Flying & Life

The Seat Belt Sign’s Illuminated: 3 Rules for Flying & Life

I earned my pilot’s license in 1986, and I have logged more than 2,000 flight hours. In flying, there are ...
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