We know you have the choice to manage your investments on your own. However, when you’re at a crossroads to retirement or come across an unanticipated event in your life, do you know how to ensure your portfolio will stay on track to reach your goals? Or what this turn of events could mean to your – and your family’s – financial future? We do.
Our pragmatic and personal approach simplifies the “do-it-yourself,” complex financial world by focusing on how your custom plan helps reach your individual goals. Through conversations together, we help reveal your true financial needs and offer strategies designed to reach your long-term goals. Instead of doing it yourself, which limits your investment options, we invite you to see the difference of what it means to have seasoned professionals looking out for you.
First, we’ll build an understanding of your personal goals, current financial situation, investment experience and risk tolerance. We’ll also make you aware of our capabilities and explain the services we offer that can potentially help you meet your objectives. Knowing you well lies at the heart of being able to provide personalized financial guidance.
Next, we will analyze what you’ve shared with us in order to design an appropriate strategy to meet your goals. This step may include collaborating with your other professional advisors such as your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
Once we have agreed upon your specific strategy, we will then implement your 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.
After your strategy is implemented, we will continually measure the progress toward your goals and suggest any changes where needed. We accomplish this by providing ongoing reporting and conducting periodic plan reviews. Of course, a key to this step is your involvement and communication of any significant changes in your life.
Disclosure: There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. Investors should consult a tax professional for tax advice specific to their situation.