Process

Money is personal. It’s far more than numbers on a page. It’s your ability to care for your family, have the freedom to retire when you want, and sleep easier at night. The process that goes into building a financial plan is personal too. And it’s why we take great care in it.

Our first step is getting to know you, your goals, dreams, and what matters most to you.

Money is just the tool to help you achieve those goals.

We’ll look at the balance of your investments, where you’re exposed to risk, and if it’s the amount of risk you’re comfortable with. We don’t outsource portfolio management, we customize your investments to work hand in hand with your financial plan.

We’re also keeping a close eye on how all those moving parts impact your tax liability.

Everyone’s circumstance is unique - and we want to put you in the best tax situation possible.

And as life changes, so will your investment strategy and financial plan. It all evolves with you as we check in regularly and monitor your progress over time.

We understand that getting started can feel a bit intimidating. Maybe you’re not sure where you stand financially. But believe me, having more clarity about your situation, and a plan for the future, in our experience, creates a lot of relief for people.

So give us a call and we’ll get started today. Our family is here for yours.

This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Any opinions are those of Lauren and Russ Rabadeau and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. Past performance is not a guarantee of future results.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.