A Proprietary Advisory Process to simplify your financial life
Precisely how we’ll go about assessing, implementing and managing your financial needs isn’t hard to understand. We spell it all out in our SIMPLIFY process. It’s a thorough and disciplined process that enables us to create a financial plan specific to your personal goals and aspirations.
It enables us to integrate wealth management with risk and debt management, tax planning and philanthropy fully aligned with your priorities. Through our ongoing management of financial events throughout every phase of your life, we can help you clearly see the path forward.
Our SIMPLIFY process:
Savings – Evaluate income sources and cash savings
Investments – Make investment decisions based on your financial goals and time frames
Managing – Create, implement and manage your personal financial plan
Philanthropy – Maximize the efficiency and impact of your charitable giving
Legacy – Ensure your wealth incorporates your values and intentions
Insurance – Evaluate your risk exposure and provide insurance coverage as needed
Family & Friends – Offer to be a resource to those who matter most to you
You – Our process is centered around you and your goals
Investing involves risk, and you may incur a profit or loss regardless of the strategy selected.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Insurance and annuities offered through Raymond James Insurance Solutions. Raymond James Financial Services, Inc., is affiliated with Raymond James Insurance Solutions.
