Part of planning well is being well-informed

The relationship between a client and their financial advisor is a collaborative one. So we recognize the importance of both well-informed advisors and individual investors. This is why our entire team works with you to help you understand the complexities of investing and develop realistic expectations of investment results.

We are dedicated to the success of our clients through careful planning and thoughtful advice. We map action plans for all of our clients to help them reach their financial goals. We focus on each client’s complete financial picture, from planning for retirement to passing assets on to heirs.

Getting to Know You

We use a variety of tools, such as questionnaires and interviews, to understand your personal goals, current financial situation, investment experience and risk tolerance. During this step, our goal is to make you fully aware of our capabilities. It's also to provide educational support to assist our clients in understanding the scope of services we offer to help you meet your objectives.

Choosing a financial advisor is an important decision and takes careful consideration. Developing a long-term relationship and team approach is what separates us from many other advisors.

Customizing Your Portfolio

Our team analyzes the information you share with us and designs solutions intended to help you reach your objectives. This step may involve collaboration with other specialists or your existing professional contacts. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we will take to implement your plan.

Implementing the Plan

In this step, we execute your customized strategy using the extensive suite of financial resources available to us through Raymond James. This involves the selection of specific account types, investment products and optional services. We then complete the necessary paperwork in a coordinated approach.

Keeping You on Track

Once implemented, we continually monitor the progress of our recommendations relative to your defined objectives and suggest changes when (and where) needed. A key to this step is your involvement in the process and communication of any significant changes in your life. We accomplish this by providing ongoing reviews of your account activity and performance, as well as by regular in-person discussions.