Because our lives can change from one year to the next, our plans need to be nimble enough to adapt. The professionals here at Adaptive Wealth Planning of Raymond James & Associates understand this and will work with you to create a unique, but flexible plan custom tailored to your goals and dreams.
It does not end there, however. They will monitor your progress and evaluate any economic or law changes that could have an impact on your long term success. After all, holistic financial planning goes well beyond simple charts and colorful graphs. It is a complex guide that addresses all aspects of your life's dreams and the scenarios that could endanger them. It is their goal that everyone leaves their office with the confidence that goes along with a “life well planned” allowing you to spend more of your time enjoying life and less time worrying about the future.
Each with over a decade of experience serving clients from all walks of life, Dawn Maddox and Erich Dischert decided to open Adaptive Wealth Planning of Raymond James in 2015 with the idea that clients are individuals with their own distinct goals and needs. Each advisor felt that this is something that has been missing in the "check-the-box" mentality of a lot of financial services firms. In addition, they felt that their clients could thrive in an environment where they are not lost in the numbers that is so prevalent in large firms.
As a client, you can expect that we will take the time that is necessary to identify all of your needs and concerns before giving recommendations. We feel that it is of the utmost importance to know our clients first--this can help us avoid mistakes later. We will take the time to discuss with you the strategies that we can employ to address the concerns. Only by understanding the positives and negatives behind each strategy can you truly be comfortable with the decisions that are being made. Once decisions are made and you are set on a path toward your goals, you can expect continued feedback and top notch service because, first and foremost, we understand that people like you are our business.
Click here to create your road map to financial independence.
We are pleased to announce that Erich has achieved his RICP® designation. Click here for more information
We’re happy to hear you enjoyed the show from the band GOODING
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Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
