Mission Statement
As independent professional advisors, we offer each of our clients a unique, personalized financial strategy, not a generic investment program. Whether you are building wealth or working to manage the wealth you have accumulated, your individual portfolio is built upon your particular circumstances, goals and attitudes toward investing. Your portfolio will be designed to accommodate change, both in the market and in your circumstances, so that your assets can work with you and for you through every stage of your life.
As we work together to achieve your goals, we will thoroughly explain our investment strategies so that you will be at ease and well-informed on all aspects of your individual program. Our mission is to guide our client partners to financial independence through professional and knowledgeable advice, individualized planning, sound risk management, quality investment products, and personal, efficient service.
Financial Planning Services We Offer:
- Conduct initial and ongoing fact-gathering meetings.
- Prioritize existing goals and issues.
- Develop, implement and manage a comprehensive plan of action.
- Create preretirement savings plans and postretirement income plans.
- Develop education funding plans for children and grandchildren.
- Review employer 401(k) alternatives and provide assistance with current and future allocations.
- Establish and maintain employer retirement plans and provide participant education.
- Provide guidance on employer stock option strategies.
- Review existing insurance and annuities for suitability and efficiency.
- Provide life insurance, annuities and long-term healthcare insurance.
- Review external investments for appropriateness, risk and cost.
- Conduct continuing education meetings and seminars.
- Assist with the determination of net worth and estate valuations.
- Provide recommendations for CPAs and attorneys.
- Provide access to industry-leading investment research and analysis.
Your Rights as a Client:
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Lynne Wright
Wealth Management Specialist
First Vice President, Investments
350 S. Main
Suite 100
Ann Arbor, MI 48104
Phone: 734-930-0555
Fax: 734-930-6998
Toll-Free: 800-338-7846
Contact Us
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.
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