Here at the Achievement Financial Group of Raymond James, we’ve “cracked the code”. We have developed and refined a process that puts all the pieces together for our clients as their lives unfold and their needs evolve. We call it the A.R.T. FORMula (Assured Retirement Track)
We work with individuals and families where there’s a “fit” and DIY investing isn’t an option for them. They understand that delegating their financial planning needs allows them to spend more time on what they really want.
And what do most really want? In our 30+ years of experience, we have found that Family, Occupation, and Recreation are typically what motivate and inspire. Imagine a “permanent vacation” with family and friends doing what you want when you want.
This is where our A.R.T. FORMula process comes in. There are five colorful categories we consider when putting together a well-rounded planning masterpiece. In addition, we use our A.R.T. FORMula “dashboard” to organize and track goals and planning data. This powerful tool allows the advisor and/or client to view their stated goals and objectives as well as how far along they are to reaching 100% completion.
Click here to learn more: Achievement Financial Brochure
