Guidance for the big picture and finer details
Thoughtful service and tailored strategies, with your needs at the center
Our business was built to serve you. Collectively, we offer decades of experience, which we dedicate to crafting innovative, thoughtful financial strategies for clients. We take the time to get to know your lifestyle, goals and values, so that we can deliver a plan designed to propel you toward the future you’ve envisioned for yourself and your family. Offering the breadth of resources and capabilities of a large corporation, we provide the tailored, attentive service of a small firm.
When implementing a financial strategy, we leverage the full experience of our team, conducting thorough research before hand-picking investments that are consistent with your tolerance for risk and are designed to help you pursue your objectives. We offer independent guidance, with your financial needs and preferences at the center of everything we do.
We advocate for your long-term financial success, through persistent management and on-going guidance. By utilizing the full bandwidth of our firm’s knowledge and expertise, we can provide the service and counsel necessary to help enhance your financial outlook and propel you toward your goals.
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- Exploratory Call: Assess whether we are potentially a mutual fit
- Discovery Meeting: Gain a deep understanding of your goals, concerns and values
- Information-Gathering Call(s): Collect financial data
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- Initial Findings Meeting: Present preliminary financial assessment
Initial Findings Document: Summary of observations and potential opportunities
- Initial Findings Meeting: Present preliminary financial assessment
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- Mutual Commitment Meeting: Present investment plan and review account transfer process
Investment Plan: Summary of our investment philosophy, process and recommendations
- Mutual Commitment Meeting: Present investment plan and review account transfer process
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- Implementation Meeting: Present finalized advanced planning recommendations
Advanced Plan: Evaluation of your entire financial picture with expert recommendations - Professional Network Meeting: This external team of carefully selected professionals, each with a high level of knowledge and skill in key financial or legal areas, applies its expertise to evaluate all aspects of your financial situation and devises appropriate strategies
- Implementation Meeting: Present finalized advanced planning recommendations
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- Progress Meetings: Present a progress review and discuss continued implementation
As-requested account statements
- Progress Meetings: Present a progress review and discuss continued implementation
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
