The Difference

What sets our team apart from the average financial planner

We believe there are three major points that set us apart from the average financial planner. First, Chad is a CERTIFIED FINANCIAL PLANNER™ practitioner. Most people think that all financial planners are “certified,” but this isn’t true. Anyone can call himself or herself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks.

Second, is our affiliation with Raymond James, our broker/dealer and one of the largest independent financial services firms in America. Raymond James provides us with everything we need to serve you well, from award-winning equity research to the full support of the 4,000 professionals in their home office. Most important, Raymond James gives us the complete freedom to offer objective, unbiased advice, so we can tailor a long-term plan based solely on your financial well-being and your specific goals. There is no pressure to sell company investment products. We heartily agree that doing what’s best for our clients is always the best way to do business.

Third, we use a process, not a sales pitch. Our process, allows us to customize a financial plan tailored to your goals. This, in turn, guides us in making investments that are in your best interest. As our client, you come first. We’re not in the business of selling you a product or service that doesn’t suit your needs.


**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.