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Welcome Ramsey Fans! If you are working through the baby steps now, you will need to think about your financial future and steps you need to take to formulate a specific financial strategy for your estate or retirement. When you are looking for sound financial advice, look no further than a Ramsey Trusted Smartvestor Pro. We've been helping Ramsey Fans make tough financial decisions for years and can help you as well.


​Assisting With 401K
We've been assisting Ramsey Fans with 401K and other major financial transactions for several years. If you need to know how much money you can live on, or the best way to make your money last, we can help you. Our team is dedicated to coming up with several ways to assist you in saving on your taxes by incorporating the proper account types into your portfolio. You'll be able to work on reducing and eliminating debt all while keeping your main financial goals on track.


Viewing Your Financial Issues Comprehensively
One of the benefits of having an experienced financial advisor who you can talk with is the view it provides when you want to take a comprehensive look at your financial issues. This will answer questions regarding tax consequences when you make an investment decision or the effect certain financial expenses can have on your ability to save for the future. Each financial decision you make is often correlated to another component that can affect your life. We can help make sure these decisions are in line with the strategies that will help make you financially successful.

Be sure to contact us when you're ready for assistance with your retirement savings questions or require assistance with another financial aspect of your life. We'd be happy to assist you.


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​*Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. (if pop‐up window) You are leaving the Web site maintained by Raymond James. The following Web site is being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor the following Web site or its respective sponsors. Raymond James is not responsible for the content of the Web site or the collection or use of information regarding the Web site's users and/or members.

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Link to FINRA's Broker Check: https://brokercheck.finra.org/ 


Links to FINRA and SIPC here.
  • Home
  • Services
    • 401K Options
    • Retirement Planning
    • College Planning
    • Estate Planning
    • Life Insurance
  • Videos
  • Team
  • Contact
  • Duke Energy Employees
  • Daimler Trucks Employees