We’re grateful for the continual support of our clients and neighbors who have helped us achieve success. It’s our honor and privilege to return the favor as active members of our community. Here are some of the initiatives that are most important to us.
Few people have the time, knowledge, or inclination to follow the investment markets and manage their wealth as closely as they should. That's why many people choose to have expert independent investment advisory help planning and managing their wealth.
Your University Retirement Plan offers investment products from TIAA-CREF, Fidelity, and perhaps other investment companies. The bottom line is that you often have more than 100 different investment options. History shows that if you are effective in selecting the best of the available alternatives and rebalancing your portfolio frequently, you can potentially increase your retirement accumulation significantly*
Making wise retirement plan choices concerning the management of the retirement plan you have accumulated and its ultimate distribution can save you thousands of dollars in unnecessary taxes and preserve your wealth for the benefit of your family and others. Ben Griffith and Debbie Burkhalter can help you understand your options and develop a strategy to maximize your wealth.
We provide both consultation and management services. Our consultative services involve financial planning and/or assistance with the selection of the right combination of retirement plan options to meet your objectives. We utilize Morningstar Advisor Workstation in this process.
If you engage us to manage your retirement plan, we will reevaluate your investment holdings at least four times per year, rebalance your portfolio, employ strategies to manage risk, measure results against a benchmark that reflects the risk you are comfortable with, and meet with you personally to review your retirement plan and answer your questions.
Selecting an investment advisor is an important decision, not only for the immediate future, but for years to come. In selecting an advisor you will surely look for a firm with the following credentials:
Complimentary Portfolio Evaluation
If you would like to know more about our services, we are happy to meet with you and provide an initial no fee portfolio evaluation.
*Investing involves risk. You can loose your principal. There is no assurance any strategy will be successful. Past performance may not be indicative of future results.
Raymond James is not affiliated with the above organizations and/or charitable causes.