Resources

 

Putting the things you need at your fingertips is another way we differentiate ourselves. We've assembled handy financial calculators, informative newsletters and documents that will help you prepare for your meetings with us. As always, if there is anything else you ever need, feel free to let us know.

Goal Planning & Monitoring is proprietary planning software from Raymond James that can help align financial decisions with your vision of retirement and other highly personalized goals. This powerful resource, used in conjunction with our deep planning experience, helps us ensure that your goals and our strategy for pursuing them are well-defined. Please watch this informative video and complete our retirement readiness checklist so we can review it together.

Second Opinion Service
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Wealth Management Consultative Process
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The Client Experience
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Economic Commentary by Dr. Scott Brown
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Investment Strategy by Jeff Saut
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Bond Market Commentary
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