Giving back to the Community
We’re grateful for the continual support of our clients and neighbors who have helped us achieve success. It’s our honor and privilege to return the favor as active members of our community. Here are some of the initiatives that are most important to us.
- Child & Family Charities – Operation Good Cheer
- Lincoln Consolidated Schools
- Chelsea Community Foundation
- Host Local Professional & Student Artists
- Ballet Chelsea
Raymond James is not affiliated with these organizations.
Serving the University Community
Few people have the time, knowledge, or inclination to follow the investment markets and manage their wealth as closely as they should. That's why many people choose to have an independent investment advisor help plan and manage their wealth.
Your Workplace Retirement Plan
Your employer's retirement plan may offer many different investment options. When choosing an appropriate allocation for your individual situation, you should consider your investment goals, risk tolerance and time horizon.
Making wise retirement plan choices concerning the management of the retirement plan you have accumulated, and its ultimate distribution can potentially save you thousands of dollars in unnecessary taxes and help preserve your wealth for the benefit of your family and others. Ben Griffith, Financial Advisor and Debbie Burkhalter, Financial Advisor can help you understand your options and develop a strategy designed to maximize your wealth.
What Can Professional Advice Do for You?
We can provide consulting services on your workplace retirement plan. Our consultative services involve financial planning and/or assistance with the selection of the right combination of retirement plan options to meet your objectives. We utilize Morningstar Advisor Workstation (please confirm the advisors have third-party vendor approval for Morninjgstar Advisor Workstation.) in this process.
If you engage us to provide consulting services on your workplace retirement plan , we will reevaluate your investment holdings on an ongoing basis, suggest to rebalance your portfolio as needed, employ strategies designed to help manage risk, measure results against a benchmark that reflects the risk you are comfortable with, and meet with you personally to review your retirement plan and answer your questions.
What Makes Us Different?
Selecting an investment advisor is an important decision, not only for the immediate future, but for years to come. In selecting an advisor, you will surely look for a practice with the following credentials:
- An experienced, professionally accredited team
- Personal service—top management easily accessible and available to you
- Quality analytical resources
- Affordable cost
Complimentary Portfolio Evaluation
If you would like to know more about our services, we are happy to meet with you and provide an initial complimentary portfolio evaluation.
Investing involves risk. You can lose your principal. There is no assurance any strategy will be successful. Past performance may not be indicative of future results.