Our goal is to work with you to build a financial plan that you understand and that you are confident in.

Typically, we work with the following:

• Business Owners – we don’t worry about minimum investment because they might have the majority of their net worth tied up in their business.

• H-E-N-R-Y’s – HENRY stands for High Earner Not Rich Yet.  These are people that have household income generally over $200,000 that have the ability and propensity to aggressively save.

• The Outsourcer – clients who find value in outsourcing financial planning to save time, reduce stress, & accomplish goals

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Know My Plan is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

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