Align your decisions with Your Goals

What drives you? Why do y­ou work so hard? We all have goals – both for today and for tomorrow, but how do you live confidently, knowing you can accomplish your aspirations?

With our innovative Goal Planning & Monitoring review, we will map out your goals and help you prioritize your dreams and desires. By analyzing your current and future portfolio and income in tandem with stock market activity, historical cyclical data, inflation, and the rising cost of healthcare, we can help you determine what is necessary for you to reach your personal goals and know how to approach life fearlessly.

If you feel a Goal Planning & Monitoring review may be right for you, please contact your financial advisor to discuss scheduling. To help us prepare for a Goal Planning and Monitoring review, please take a moment to complete the Retirement Readiness Checklist and Goal Planning & Monitoring Personal Information Form which are downloadable below. You may return these forms and other documents/statements in whatever format is easiest for you including fax: 717-848-4924, securely e-mailing your financial advisor, uploading to the Investor Access Client Vault, or by dropping it off or mailing it to our office.

 

The Retirement Readiness Checklist
Goal Planning & Monitoring Personal Information Form

Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.
Pablo Picasso

Let’s have a conversation about your financial future

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Miller & Gay Investment Management  is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.


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