OUR APPROACH IS STRAIGHTFORWARD AND CONSISTENT
Our collaborative team of advisors specializes in providing a thoughtful perspective about retirement, estate planning, investment growth and transferring wealth to the next generation. We can help guide you through the complex decisions that life presents you, from how to make a difference in the world to how to live the retirement you’ve envisioned.
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Our mission is to partner with you to create a personal and trusting relationship among our team of professionals. We discover your needs by using tools such as a risk tolerance exam and a financial questionnaire. However, we have found our best tool of all is our ability to listen.
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Our team performs extensive research to select investments that will both serve your needs and complement each other. We consider it the creation of a symphony. We utilize resources from the Raymond James Research Department and Morningstar, among other tools, to build a customized portfolio designed to fit your investment needs.
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Putting the plan into place is where we continue to add value. Whether it is the ease of transferring an account to our management or explaining your personal Investment Planning Statement, we are with you every step of the way.
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We are motivated to help you meet your objectives. This requires ongoing monitoring and management of portfolios to stay on target with your short-term and long-term financial goals. Part of the management process includes our Relationship Service Agreement, which offers a clear and concise explanation of what you should expect from us, in addition to what we ask of you throughout our relationship. To help ensure your plan remains aligned with your needs and objectives over time, we’ll meet on a regular basis and provide ongoing account activity reporting.
