I believe that identifying financial solutions begins with a solid understanding of each clients situation, goals, objectives and risk tolerance. I follow a disciplined process that enables us to work together to craft a solution that helps to meet your individual financial needs: Develop a thorough understanding of your financial goals and objectives Review and analyze your current financial situation Identify and tailor solutions that can help you meet your individual needs Implement your customized strategy Review the strategy periodically Whatever your financial goalwhether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is: Personal Flexible Comprehensive Focuses: Individual Retirement Accounts, 401(k) Education, SIMPLE-IRA's, Transition, Retirement Income, Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. IronRidge Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see the Social Media Disclosure in the Contact Info section. 