AN ADAPTABLE APPROACH designed to anticipate your needs
Time and again, we’ve seen the power of personalized planning and preparation. That’s why we employ a strategic approach that’s both comprehensive and client-centric: to help you pursue your goals and dreams. From goal setting to portfolio optimization, as your needs evolve, so too will our approach.
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We understand that our clients all lead dynamic lives with goals and challenges that relate only to them. To understand more fully what those goals are, we determine risk tolerance, behavioral biases and family dynamics. When we do that, we’re able to find and build strategies that work.
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We build your financial plan and investment strategies around the information we gathered to help ensure those vital details are a cohesive part of your family’s plan. We can collaborate with your other professional advisors, such as your attorney and CPA, to help make your financial life more streamlined. We then present our findings and corresponding recommendations to you, fine-tuning them based on your feedback.
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With your approval we’ll execute your customized strategy using the extensive research and resources available to us through Raymond James. Your online access, secured vault, investment strategies and risk mitigation recommendations will all have paperwork that we’ll walk through together to ensure a smooth implementation.
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Once your plan is implemented, we’ll help oversee the progress of your plan relative to your defined objectives – suggesting meaningful changes when needed. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews. We purposely maintain a close connection with you, so we’re in step with your life and the changes that may warrant a revision to your plan. Your life isn’t static, so your plan shouldn’t be either.