Through our partnership with Raymond James Financial Services, we have a broad array of products and services to help you reach your financial goals.

INVESTMENT TEAM

Retirement Income Planning

Whether you are accumulating wealth to provide future income or living currently on income from your savings, we can help you make sure that you are maximizing income and minimizing potential risks.

Insurance Planning

Every solid financial plan involves a discussion about insurance and the individual risks that matter to you. You can expect a thorough review of your insurance needs and existing policies to make sure all pieces of your financial plan are working together as efficiently as possible.

Legacy Planning

A solid estate plan can help you minimize estate taxes and preserve your assets for your heirs or your charitable desires. If you haven’t already developed an estate plan, consider using us as a resource to begin that process. If you don’t already have one, we will refer you to one of the most reputable estate planning attorneys available, and will work together with your estate attorney to ensure that your financial plan complements your estate plan.

Investment Planning and Strategy

With Raymond James’s award winning research and industry leading market strategists, we will help you choose the right mix of investments for your specific situation.

Education Planning

Higher education costs are skyrocketing! With access to College Savings Plans, we can help you plan ahead with the worthy goal of avoiding dependence on student loans.

Trust and Estate Services

Trust and estate services are designed to manage and administer your assets for future generations. We can help you create the legacy you want to leave, whether it’s for your heirs, business or charities.

Not sure which investment option is right for you? Our Investment Services Team is here to help!

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Read the Raymond James Policy

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC and are NOT insured by FDIC, any other government agency, or any other bank insurance; are NOT deposits or obligations of the bank; are NOT guaranteed by the bank; and are subject to risks, including the possible loss of principal. SmartBank and SmartBank Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. 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 of 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 uses and/or members. 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.  Read the Raymond James Privacy Policy

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