A financial plan tailored to you.
Helping You Realize Your Full Financial Potential Requires a True Understanding of Who You Are.
That philosophy drives our financial planning process – a personal, powerful approach that helps ensure we fully understand and address your needs while providing the flexibility to develop an investment strategy and financial plan that is truly your own.
Each step involves collaboration between our team, you and, where appropriate, your other professional advisors.
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We use a variety of tools including questionnaires and interviews to understand your personal goals, current financial situation, investment experience and desired level of risk. In this step, we make you fully aware of our capabilities and provide educational support to assist you in understanding the scope of services we offer to help you meet your objectives.
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Our team analyzes the information you share with us and designs strategies intended to help you reach your objectives. This step may involve collaboration with your other planning professionals such as your CPA and attorney. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
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In this step, we execute your personalized strategy using the extensive tools available to us through Raymond James. This involves the selection of specific account types, investment products and optional services; we then complete the necessary paperwork in a coordinated approach.
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Once implemented, we review the progress of our recommendations relative to your defined objectives and suggest changes where needed. A key to this step is your involvement in the process and communication of any significant changes in your life. We strive to accomplish this by reviewing your account activity, keeping the lines of communication open regarding your accounts, and discussing your current circumstances and goals.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Past performance is not indicative of future results.
