A clearer picture of your future
Goal Planning & Monitoring, a proprietary planning software from Raymond James, enables us to identify and enter your goals to assess appropriate asset allocation targets, spending or savings rates, and the probability of achieving those goals. This powerful resource, used in conjunction with our deep planning experience, helps us ensure that your goals and our strategy for pursuing them are well-defined.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
