Our focus on your individuality is our difference

Our focus on your individuality is our difference

Why we’re different

Our advisors hold to the belief that financial planning begins with an objective and realistic assessment of your goals, wants, needs and desires. They must be clearly defined in order to develop a comprehensive plan with which to pursue them.

In our team’s view, investments are only one part of your complete financial picture. And it’s on your complete financial picture that we keep a watchful eye. This helps you avoid the roller-coaster-like feeling many investors experience when looking only at the daily ups and downs of the market rather than long-term goals and objectives.

We believe that your financial plan should be personalized to you and your family. You won’t find prepackaged plans here. What you will find are trained professionals who will begin with a blank slate – then work closely with you to put together a plan that’s personalized to your goals, objectives and risk tolerance.

Simply put, the way in which our team uses its considerable investment expertise to recommend investments that support your unique goals and tolerance for risk is what really makes the difference. It’s a difference that can help you feel confident – knowing you have a team that’s looking out for both your personal feelings and your financial future.

The differences in our clients’ lives drive the personalized financial plans we create for each and every one.

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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