Building a financial plan uniquely tailored to you
We believe a customized plan provides the comprehensive framework to ensure all aspects of your financial life are structured thoughtfully and effectively for you and your family. We provide advice on all aspects of your financial life, including investment management, retirement and income planning, as well as estate planning and asset protection.
A customized plan serves as the “how-to” for pursuing and potentially achieving your goals. Our process gives us an orderly way to identify relevant strategies for moving forward and fully addressing your needs. Here are the basic steps that outline the process we use with our clients to build their financial path.
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First, we’ll have a conversation to understand your personal goals, current financial situation, and investment experience and risk tolerance. We’ll also discuss our capabilities and explain the services we offer that can help you achieve your goals and objectives.
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We will analyze the information we’ve gathered and design an initial draft of your plan. This step may include collaborating with your other professional advisors such as your accountant and attorney. We present our analysis to you, answer your questions, consider alternatives and outline the necessary steps to implement your plan.
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We help you execute your customized strategy using the information you provide, our experience and expertise, and the extensive research and resources available to us through Raymond James and other sources. This involves the selection of specific account types, investment products, other services, (including income analysis, liability management, tax considerations, estate issues, risk management, etc.) and the handling of all necessary paperwork.
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Once your plan is implemented, together we will continually monitor progress toward achieving your objectives and provide additional guidance where needed based on any changes in the market performance and/or significant changes in your life.
