In my role as your financial advisor, I take a comprehensive approach to addressing your financial needs. The initial step in this relationship is getting to know you and to understand your investment objectives and your tolerance for risk. Armed with this knowledge, together we can develop a customized financial plan that is designed to meet your long-term financial goals.
Raymond James' extensive resources include expertise in financial planning, estate planning, income tax management, wealth accumulation, retirement planning and college funding, among other topics. We’ll call upon experienced professionals to assist in the development of both your personal financial plan and the detailed investment plan. The investment plan provides an asset allocation strategy and specific investment recommendations suited to your needs.
This planning based approach has many advantages and seeks to help you:
- Meet current financial needs while working toward future financial goals
- Reduce tax liabilities and successfully address estate issues
- Get better control of discretionary expenses
- Reach your long-term financial goals
I look forward to working with you to develop and implement a financial plan that works to succeed in reaching your investment objectives and funding your financial goals.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
