A deliberate emphasis on planning

We are, above all, a planning-based practice and believe that a well-designed investment plan can serve as the solid foundation for defining and pursuing your goals. Our planning focus begins right upfront – determining whether working together is the right fit for both of us.

Your most important decision is choosing the right advisor, one whose capabilities align well with your needs, one whom with you feel comfort and chemistry. Conversely, we want to grow intentionally with the right clients, as there are only so many hours in a day to effectively serve them. To ensure a good mutual fit, we may have two or three meetings before moving forward.

A financial plan tailored specifically for you

Once we’ve decided to work together, we follow a process that gives us an orderly way to identify relevant strategies that fully address your needs. Here are the basic steps that outline the process we use for building your financial plan:

Understand
First, we’ll gain an understanding of your family, goals and concerns, investment status and income needs now and in the future. We’ll ask you about your other professional advisors such as your accountant and attorney so we can collaborate with them in building a cohesive plan.

Design
Next, we will analyze what you’ve shared with us in order to design your plan. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.

Implement
With your approval, we will execute your customized strategy. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.

Manage
We will continuously manage the progress of your plan, conduct periodic reviews and suggest any changes where needed. We will provide ongoing reporting of your account activity and rebalance your portfolio to help ensure it remains aligned with your objectives.

Our capabilities

Having choices is important in investing: We believe your plans should change as your lifestyle and needs do. We offer an extensive array of investment services and alternatives through Raymond James.