Our focus on your individuality is our difference

Personalized planning

Personalized planning

Our team’s job is to enable you to make informed financial decisions using the full complement of resources at our disposal. To accomplish this, we use a step-by-step process that draws on our experience and conservative advisory approach, as well as the industry-leading strength and support of Raymond James.

This process is essential, not only because it provides a framework for making decisions collaboratively -- it also provides our team with a chance to get to know you. This is very important because it helps us understand your goals and aspirations, which, in turn, will help guide us in the investments we recommend.

Understand

Our team will work closely with you in to understand your personal goals, current financial situation, investment experience and desired level of risk. You’ll also be made fully aware of their capabilities and be provided educational support to assist you in understanding the scope of services offered at our firm to help you meet your objectives.

Design

Our team will analyze the information you shared and design solutions to help you pursue your objectives. This step may involve collaboration with your other planning professionals such as your CPA and attorney. Recommendations will be presented to you, your questions will be answered, alternatives considered, and our team will go over the steps necessary to implement your plan.

Implement

Our team will put your personalized plan into action. This involves the selection of specific account types, investment managers, investment products and optional services; we then complete the necessary paperwork in a coordinated approach.

Manage

Once implemented, our team will continually monitor the progress of our recommendations relative to your defined objectives and suggest changes where needed. In this ongoing part of our relationship, your involvement is key. This means telling us about any significant changes in your life. Our team will help accomplish this by meeting with you periodically to review your portfolio’s allocation and performance, checking up on your current circumstances and goals, and providing ongoing reporting of your account activity.

Understanding a client’s goals – personal, professional and financial – deeply affects financial and investment recommendations.

Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Bacon Financial Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. 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 our office for information and availability. Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individual responses involving either the effecting of or attempting to effect transaction in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered.

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