Our team has more than 55 plus years of combined experience in the financial services industry and truly believes there is no other team in the Clarksville area with the level of knowledge and expertise that we can offer you. As with all our clients, we will be prudent stewards of your money, giving you well-reasoned advice and always acting in your best interests.

We can handle all your financial matters, addressing important issues like long-term healthcare, insurance, your children’s needs, and collaborating with your other professional advisors on multidisciplinary matters. We’ll review your account on an annual basis and, if you have an asset management account with us, provide quarterly handwritten reviews.

An organized process for creating your financial plan

We rely on a thorough and orderly process to build a financial plan tailored to your individual needs and goals. It helps make sure we address every crucial element and detail – for your life today and all your days throughout your retirement. Here are the steps we take to bring your future into focus.

In this step, we’ll use a variety of tools, including questionnaires and interviews, to build an understanding of your personal goals, current financial situation, investment experience and risk tolerance. We’ll also make you fully aware of our capabilities and provide educational support to assist you in understanding the scope of services we offer to help you meet your objectives.

Next, our team will analyze the information you’ve shared with us and design solutions intended to help you reach your objectives. This step may involve collaboration with other specialists or your existing professionals. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.

With your approval, we will execute your customized strategy using the extensive tools available to us through Raymond James. This involves the selection of specific account types, investment products and optional services, and the completion of all necessary paperwork.

Once implemented, we will continually monitor the progress of our recommendations relative to your defined objectives and suggest changes where needed. A key to this step is your involvement in the process and communication of any significant changes in your life. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews.