Whitehurst Advisory Group | Coral Gables, FL

Understand - This is where we begin. We aim to uncover what is important to you, your goals, and your current financial situation. In this step you will become familiar with all the capabilities the Whitehurst Advisory Group has to help you reach your goals.

Design - Our group will analyze all the information we have gathered and design customized solutions to help you reach your goals. In this step we may also work with other specialist such as accountants and attorneys. We present our plans to you, answer any questions, and adjust the plan as needed.

Implement - Next, we take steps to put your customized financial plan in place. This involves selecting specific accounts, investment products, and completing the required forms.

Manage - In the final step of the process the Whitehurst Advisory Group manages everything we have designed and put in place. We continously monitor the plan and adjust when needed. A key portion of this step is your involvement in the process and communicating any changes in your life.

	Whitehurst Advisory Groupof Raymond James	Investor Access


Home About Us Services In Our Community News and Events Contact Us Our Process Additional Links	Our Process Understand - This is where we begin. We aim to uncover what is important to you, your goals, and your current financial situation. In this step you will become familiar with all the capabilities the Whitehurst Advisory Group has to help you reach your goals. Design - Our group will analyze all the information we have gathered and design customized solutions to help you reach your goals. In this step we may also work with other specialist such as accountants and attorneys. We present our plans to you, answer any questions, and adjust the plan as needed. Implement - Next, we take steps to put your customized financial plan in place. This involves selecting specific accounts, investment products, and completing the required forms. Manage - In the final step of the process the Whitehurst Advisory Group manages everything we have designed and put in place. We continously monitor the plan and adjust when needed. A key portion of this step is your involvement in the process and communicating any changes in your life.	2525 Ponce de Leon Blvd Suite 600 Coral Gables, FL 33134 Phone: 305-461-1200 Fax: 305-529-0046 Toll-Free: 800-523-3295 Direct: 305-461-6634 Contact Us Map & Directions
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Our Process