Counsel Oak Financialof Raymond James
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To help our clients reach their financial and life goals so that they can enjoy the life they envision for themselves and their family.
WHY WE ARE DIFFERENT
We believe reaching and achieving your financial goals requires FIRST creating a comprehensive, integrated life plan. Your financial plan can be used to help coordinate your family’s financial affairs and goals. To learn more please click here.
We begin by discussing your goals and concerns – what keeps you up at night when thinking about your future. With a clear road map reflecting your unique situation, we can better help you reach your destination! We’ll put that information to work using Raymond James complimentary financial planning analysis and wealth management tools.
Our financial independence and capabilities allow us to design and recommend a personalized financial strategy that is geared towards meeting your goals while encompassing portfolio management, asset allocation, asset management and (retirement) income planning objectives, etc whether you are a beginning investor or an experienced high net worth investor.
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** a change in policy may incur a medical examination.
IT'S NEVER TOO LATE, OR TOO EARLY, TO START THE FINANCIAL PLANNING PROCESS.
We utilize an active portfolio management approach, with both fundamental and technical analysis tools, that adapt to the constantly changing global marketplace. A portfolio is designed unique to each individual’s investment objectives and time frame. We actively manage the portfolio seeking to provide above average returns and/or income, while minimizing risk and volatility. Click here for more information.
The dynamics of the stock and bond markets have changed in the past few years. Today's markets demand a more active investment process than the traditional "buy and hold" method that worked well in the 1980's and 90's. We strive to think "outside the box", looking for investments that reduce risk and volatility and yet achieve superior returns.
We start with fundamentally sound, high quality companies with consistent growth and/or steadily growing dividends. We utilize Raymond James award winning research team, as well as several outside research sources, such as Zack's Investment Research and Standard and Poor's. Then we examine the technical attributes of the stock - how it is trading, it's volume and chart pattern. This tactical overlay helps us buy at attractive prices as a stock is beginning it's upward move. We utilize our own technical research team, as well as outside sources such as Investors Business Daily and Dorsey Wright and Associates. We do not try to be 100 % invested at all times. In practice, weak market conditions may cause us to become defensive by moving to larger cash, alternative investment, and short term investment positions.
Consistently positive long term investment returns may be achieved by combining sound buying decisions with a strict sell discipline that seeks to minimize losses, while allowing strong stocks to reach greater potential gain.
I utilize three models around which to build a customized portfolio for each client:
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.