Services
Personalized Investment Planning is about creating a unique path of potential opportunities for each and every client. That's why we strive to learn about how you live your life today. We will then take the time to work with you in creating a customized investment strategy as the first step on the road to helping you build, conserve or distribute your assets. Whether you require a second opinion, comprehensive wealth management, or business solutions, we will act as your long term asset managment team.
Services
Second Opinion Consultation
Investment Management
Estate Planning Strategies
Comprehensive Financial Planning
About Our Clients
- Beneficiaries of Inheritance
- Widows and Women Decision Makers
- Local Dairy Farmers and Ranchers
- Nurses, Firefighters, and Law Enforcement
- Professionals and Self Employed Business Owners
- Retirees looking for Principal Preservation and/or Income
Why They Hired Us?
- Desired Hands On Personal Investment Planning
- Valued Simplicity In Their Lives
- Seeking A Trusting, Long Term, Delegated Realtionship
- Desired Full Family Wealth Management and Strict Confidentiality
How Are We Compensated?
- Managed Advisory-Based Accounts (billed quarterly based on assets under management)
- Hourly Consulting
- Flat Rate Comprehenive Financial Planning
- Transactional Trading Accounts
*Please contact us to receive our current "schedule of services and fees"
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 your local Raymond James office for information and availability.
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