A trusted angle of approach
Our goal is to help you play conservatively, performing consistently under various market conditions. To that end, we focus on the fundamentals of financial planning, applying our collective experience to help you grow your wealth and preserve your wealth.
Together, we’ll develop your custom financial plan using our trusted angle of approach, which relies on a principled four-step process that accounts for variations in our clients’ financial lives. We invite you to follow the links below to learn more.
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Before we ever invest a single dollar, we'll take the time to discuss and understand your personal goals, current financial situation, investment experience, and risk tolerance.
When we sit down together, it'll be clear that we're looking for values that mirror our own, in order to embark on a mutually rewarding - and lasting - relationship. We'll also walk you through our capabilities and the services we offer that can help you successfully meet your financial objectives.
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Next, we'll design your financial plan based on what you've shared with us. Together, we'll select the right tools to accomplish your objectives. Just as you use various clubs on the golf course, we too will use a variety of investment vehicles in your overall portfolio. These can include equities and bonds, insurance, retirement income, trusts and real estate, to name just a few.
We'll also spend time presenting our recommendations to you, answering any questions, considering alternatives and outlining the steps needed to implement your plan.
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Now it's time to put your plan into action. We'll implement your customized strategy using the broad resources and award-winning equity research available to us through Raymond James. This involves the selection of specific accounts, investment products and optional services, as well as all necessary paperwork.
This step will include collaborating with other professional advisors such as your accountant and attorney to ensure all members of your team understand the game plan.
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We will carefully monitor your progress toward your objectives to ensure your financial plan remains on course. We do that through detailed account reporting and by conducting periodic reviews so you know exactly what's going on with your money. We encourage you to communicate any significant changes in your life as soon as possible so that we can consult with you and make adjustments as needed.
