a well-made plan for a well-lived LIFE.
A consultative process in every way, our diligent approach is grounded in doing the right things for each client – and doing them well. With a financial planning focus, we help you answer four questions: Where are you today? Where do you want to be? How are you going to get there? How will you stay on track?
Through innovative tools, we can help you visualize your future in real time. We can share potential scenarios for answers to the questions you have about your life and investments, whether showing you how opening a 529 plan for grandchildren or purchasing a home for children will impact your overall financial plan, or clearly demonstrating how much you can spend each year in retirement to achieve your objectives. Quite simply, questions and visual discussions like these help us create a customized plan and portfolio designed to reach the specific levels of return you need for meeting your short-, intermediate- and long-term goals.
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First, we’ll build an understanding of your personal goals, current financial situation, investment experience and risk tolerance. We’ll help you clearly define and prioritize your goals and evaluate the appropriate level of risk. We believe that you shouldn’t be taking on more risk than you’re getting compensated for, or than is absolutely necessary to meet your specific financial goals.
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Next, we’ll analyze what you’ve shared with us in order to design your plan. This might mean collaborating with your other professional advisors such as your accountant and lawyer or specialists on our extended team. 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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With your approval, we execute your customized strategy using the extensive research and resources available to us through Raymond James. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.
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Although we can’t forecast the market, we can be there to adjust your plan and portfolio along the way to help reach your goals. Through ongoing reporting of your account activity and monthly reviews, we continually monitor your plan’s progress relative to your defined objectives and suggest any changes where needed. We also ensure that your changing life is in step with your investments and make certain that all of your needs are met promptly and efficiently.
