Financial guidance for every milestone along the way

As your advocate and guide, we get to know the paths that led you to where you are today and where you see yourself in the future as part of our thoughtful and disciplined process. Through candid conversation, we get to know each other and discover whether there is a fit. Naturally, we’ll talk about your finances and risk tolerance. But we also get to know what brings your life purpose, and the values you uphold. This supports the development of a clear picture of what’s ahead.

From there, we analyze all the details and formulate a financial plan to help you develop confidence in where you are headed. We’ll explain our strategies and recommendations in straightforward terms. Then with your approval, we’ll put the plan into action, serving as your guide along the way to new milestones and horizons.

To put this in perspective, the following is an overview of our process:

Our Advisory Process

  • We’ll build an understanding of where you are today and what you want to accomplish in the future.

  • We’ll analyze what you’ve shared with us to design your plan, then present it to you and answer any questions you may have.

  • With your approval, we’ll implement your plan, select the specific investments and handle all the paperwork.

  • We’ll review the progress of your plan to make sure it stays on track, and suggest any changes where needed.

Learn from the past, set vivid, detailed goals for the future, and live in the only moment of time over which you have any control: now.
Denis Waitley

Partner with us and explore your path confidently

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc., is not a registered broker/dealer and is independent of Raymond James Financial Services.  Loftus & Preusser Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

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