A WELL-ORDERED PROCESS for personalizing your plan

Our experienced team serves a variety of clients, bringing clarity and vision to all financial decisions, with a focus on risk management. To achieve that, we offer a results-oriented approach to professional money management through a variety of investment vehicles and strategies. You can rely on us to take care of the big picture and the finer details, with an approach that is as disciplined as it is strategic. It all starts with developing a deep understanding of your needs and crafting a risk-adjusted financial plan. From there, we offer personalized attention, and the highest level of service, with integrity. By demonstrating our drive and objectivity, and providing service that’s personal and responsive, we build a relationship with you for the long term.

  • We realize the importance of investing time upfront to listening and getting to know you – building a good understanding of your personal goals, current financial situation, investment experience and risk tolerance. It’s also an opportunity to build trust and rapport, make you aware of our capabilities and explain the ways we can help you meet your objectives.

  • Next, we will analyze what you’ve shared with us in order to design your comprehensive financial plan, taking into account the different pieces of your financial picture and make sure they cohesively fit together without any gaps or disparities. 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.

  • With your approval, we will execute your customized strategy using the extensive research and resources available to us. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.

  • Once your plan is implemented, we will review the progress of your plan relative to your defined objectives and suggest any changes where needed. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews. We purposely maintain a close connection with you, so we are in step with your life and aware of any changes in your life that may warrant a revision to your plan.

Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.
Franklin D. Roosevelt

Artwork by Bryan Haynes. To see more of Bryan’s art, please visit his website.

The future at your fingertips

 

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 our office for information and availability.

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