Amie and Ed Services - Raymond JamesThrough the following areas of financial expertise, we help clients manage the 4 phases of wealth; The Accumulation of Wealth, The Preservation of Wealth, The Distribution of Wealth During One’s Lifetime, and The Distribution of Wealth After Death.  In addition to helping people invest and preserve wealth, we help families plan, implement, maintain and ultimately handle the financial aspects of each of these 4 phases.

  • Investment Management

  • Retirement Planning

  • Financial Planning

  • Estate Planning

  • Family Budgeting

  • Household Management

  • College Planning

  • Insurance