About My Practice
Our typical client is retired, or wishing they were!
They come to us for our help and advice with their investments and retirement planning for their family.
As a Certified Financial Planner™, we help our clients cut through the noise of conflicting information, opinions and research, so they can make an informed decision. In short, We Guide, You Decide.
My team and I have been guiding client families since 1984 when the Dow Jones Index was at only 1,258 points*.
Rimmer Retirement Advisors is an independent firm. What this means to you, is that you are the boss. We work for you, not Raymond James.
As an independent firm we do not have the conflict of interest that comes from sales quotas, proprietary products or a limited choice of investments.
*The Dow Jones Average is an unmanaged index of 30 widely held stocks.
"Experience is a hard teacher because she gives the test first, and the lesson afterwards." Anonymous
During my 26 years of investment and financial planning experience I have seen a lot of changes, but one thing has not changed.
Proactive planning ahead, is often better than procrastination, or reactive hurried decisions based on fear or greed.
Financial planning helps you to understand where you are today and how to get to where you want to be tomorrow.
Give us a call, we can help with the details.
I am a member of the Financial Planning Association, and President of the local FPA chapter.
I am also a member of (IMCA) the Investment Management & Consultants Association.
Raymond James Financial Advisors may only transact business in states where they are registered. Follow-up and individualized responses involving either the effecting of or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65
Life insurance: OK, Health/disability insurance: OK, Fixed annuities: OK, Variable annuities: OK
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Raymond James Financial Services, Inc.
Securities offered through Raymond James Financial Services
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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