How We Work
At First Landing Financial, we believe our teamwork approach adds a broader perspective to all we do and provides a high level of customer service to our clients.
We can help you address:
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis
We also can answer your questions, including:
Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Our experienced professionals continuously strive to help many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
About Raymond James
In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent...
Cary Stallard
Client Service Associate
cary.stallard@firstlandinigfinancial.com
Matthew Callan, AIF®, CPFA®
Managing Partner, FLF / Financial Advisor, RJFS
matthew.callan@firstlandingfinancial.com
As a Managing Partner at First Landing Financial, Matt takes charge of assisting business owners and committee members with issues relating to plan design. He helps create plans that are effective for the employees and are designed...
Tatiana Manning
Client Service Associate
(757) 416-6296
tatiana.manning@raymondjames.com
As an early graduate of Florida Atlantic University with her Bachelor’s in Psychology and minor in Sociology, Tatiana strives to offer the utmost support to the First Landing Financial team and clients...