OUR MISSION: We are in this business to advise and educate you through personalized financial strategies and investments. Our goal is to make a positive difference in your life while giving back to the community and providing for our families. Heggie Investment Partners coordinate with other trusted professionals to ensure seamless management of your assets with services that range from portfolio management, insurance, tax, estate, retirement planning and beyond. The result is a personalized plan that has the underpinnings of knowledge required to carry it forward, a plan that is thoroughly researched and vetted, yet flexible and responsive to life’s many transitions. VISIT OUR WEBSITE TO FIND OUT MORE! Heggie Investment Partners is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services Securities offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions or 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 your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm