We are an independent firm operating under the Raymond James broker dealer network.
Our advisors serve as as consultants that specialize in transitional positioning. During your lifetime, you are going to experience at least one and possibly several life-changing events. It might be a career change, pending retirement, divorce, sale of business, or a windfall from an inheritance or personal injury. Each one of those events is going to have an impact on your money or lifestyle. We help position our clients to obtain the best possible financial outcomes from those events.
Our principal is a Certified Financial Planner, with 33 years of industry experience in these matters and we have access to some of the best, legal, tax and insurance professionals to assist us in the planning.
Larry L. Galantis, CFP ® provides financial guidance at a time when it’s needed most though diligent planning and investment management.
Extensive Resources to Help Meet Our Clients’ Objectives
Our team utilizes the extensive resources of Raymond James to meet the needs of our clients. This approach allows us to provide a wide range of solutions by leveraging the expertise of Raymond James professionals, while collaborating with your existing legal and tax relationships.
