Custom Financial Planning, Investment Strategies, And Retirement Income Planning

The Raymond James financial advisors at Berry-Fleming Financial Services help families and individuals with their finances. Their financial plan, driven by their goals and means, gives them control.

Our clients gain confidence in their long-term and retirement planning.

They know that someone they can trust is available to help them through any type of financial concern that arises.

Whether you are an individual or family preparing for your retirement and building your legacy, or an independent woman in charge of wealth for the first time, we offer the same combination of deep client understanding and customized financial and retirement income planning.

In addition, you can benefit from independent investment strategies and selection along with ongoing management and optimization.

As a client you can call on the following core services:

• Understanding you and creating a financial and income plan around your needs and goals. Clients gain confidence in their own and their family’s financial future,

• Creating and managing an investment plan that selects the proper investments for you with the goal of preserving your nest egg while giving it the opportunity to grow, and

• Ongoing communications and support as well as management of your individual or family wealth in the areas of tax planning, estate planning, and retirement income.