We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
When it comes to investing, there's no substitute for an advisor you trust – someone who is honest, up front and focused on you. That's why the advisors at the Laskaris Jamett Advisory Group of Raymond James & Associates, Inc. strive to develop meaningful relationships with clients – relationships that often go beyond mere financial planning and into everyday lives.
Yet before we even begin offering advice or tailoring an investment strategy, we take the time to get to know you and understand your long- and short-term needs and goals. Then we develop a plan focused on minimizing your risk in investing. We achieve this through asset allocation: dividing your portfolio among major asset categories such as bonds, stocks or cash for diversification. What's more, we utilize several well-respected industry resources, including Raymond James research, to develop a plan for you and your family.
Ultimately, your goals are our highest priority. Only by getting to know you can we create an effective, detailed financial plan designed specifically for you.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Diversification does not ensure a profit or guarantee against a loss.