Our goal is to serve as your financial quarterback or CFO, coordinating your complete financial program and coordinating it with your accountant and attorney. We apply expertise in both investment management and financial planning to fully customize a plan and portfolio to your unique situation, goals and needs.
To help align financial decisions with your vision of retirement and other highly personalized goals, we make use of a proprietary planning software from Raymond James called Goal Planning & Monitoring. This powerful resource, used in conjunction with our deep planning experience, helps us ensure that your goals and our strategy for pursuing them are well-defined.
This image is reproduced from the Goal Planning & Monitoring financial planning software, ©PIEtech, Inc. Used with permission. All rights reserved. The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.