We've built our lives around helping you enjoy the rest of yours. Retire well.

Having sufficient income for retirement starts with having the right plan. Together, we bring our clients more than 83 years of experience in providing the financial service and solutions to help them in pursuit of their goals. In doing so, we have developed a clear-cut goal of our own – to help create financial stability and independence for each individual we serve.

We’re specialists in retirement income planning. We help people who are nearing retirement accumulate enough assets to meet their future income goals and determine how long they should continue working. And we help those already in retirement develop an effective withdrawal strategy with the objective of making their money last.

Our team consists of experienced professionals who pride themselves on taking a "hands on" approach to prudent financial guidance. We remain dedicated to keeping you focused on the future you envision, by recommending sound strategies and by continually imparting the importance of maintaining a disciplined approach.


Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Jerry K. Ask Investment Services is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James is not affiliated with KGYM Radio. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC Privacy Notice