PERSONALIZING A PLAN that fits your life
Your financial plan is the blueprint or game plan for pursuing your goals. It’s important that we create one based on your specific situation. We’ll do so by getting together with you to assess your current scenario, identify your goals, and see if you are on track for achieving them.
We will also consider life-changing variables such as a job change or divorce, and develop a contingency plan to address them. After developing investment recommendations and building out your portfolio, we’ll work continuously to help ensure that your plans remains aligned with your evolving life.
To help ensure that your goals – and our strategy for pursuing them – are well-defined, we utilize sophisticated planning software from Raymond James called Goal Planning & Monitoring.
IMPORTANT: The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.
The return assumptions in Goal Planning & Monitoring are not reflective of any specific product, and do not include any fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used in Goal Planning & Monitoring. It is not possible to directly invest in an index. Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment.
Goal Planning & Monitoring results may vary with each use and over time.
The images [and/or screenshots] are reproduced from the Goal Planning & Monitoring financial planning software, ©PIEtech, Inc. Used with permission. All rights reserved.
