A comprehensive financial plan is the foundation of our relationship. We will strive to fully understand your financial needs and priorities, and we’ll develop and implement a tailored plan to meet and exceed your goals.
Our investment strategy will work harmoniously with your financial plan, creating an appropriate risk/reward allocation and diversifying your portfolios with the best investment options available – no proprietary products here!
We will put in place safeguards to protect you and your loved ones should life’s journey take an unexpected turn. Also, we’ll insure that the distribution of your estate maximizes the benefit to your heirs while preserving your legacy.
Accounts are held directly with Raymond James Financial, Inc., Charles Schwab & Co., Inc., and/or TD Ameritrade, Inc. All Securities and Advisory Services are offered through Titleist Asset Management, Ltd., a Registered Broker/Dealer & Registered Investment Advisor (RIA) and Member FINRA / SIPC. The products offered by Titleist Asset Management, Ltd. are NOT insured by the FDIC and involve investment risks, including possible loss of principal amount invested.
NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE