We believe one size
doesn’t fit all

Our life’s work is to help provide you with a total financial strategy that suits you and your needs. Before anything, we believe we should know who you are – as a person and an investor. Understanding and making decisions based on your unique parameters is vital to your success and the success of our relationship. In addition to mapping out where you want to go and creating a custom plan, we help ensure that the method of getting there is in line with your needs and risk tolerance.

Having a plan is half the battle, but keeping that plan on track is the other half. We continue to coordinate and oversee your plan to help make sure it stays on track. Performance reports and periodic review meetings keep us up to date with any changes in your life, and your other advisors up to date with our progress on an ongoing basis.

By following the disciplined steps outlined below, we’re able to understand your current financial situation as well as long-term goals – involving you each step of the way as we develop a custom investment strategy to help reach them.

Beginning our Relationship
Day 1 Establishing new account paperwork and forms needed for transferring your accounts, followed by a series of communications introducing you to our office, team and Raymond James.
Why we do it: Start off our relationships on the right foot, set goals and schedule meetings for the coming year.
Investment Process & policy review meeting
Within 30 Days Discuss and set expectations, goals, cash flow needs and re-review our investment process and reaffirm our commitment to your investment policy.
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Why we do it: Everyone listens differently when receiving new information. This meeting provides an opportunity to follow up, answer questions and reaffirm our commitment to the plan we developed together.
Service Commitment Conversation
Within 45 Days Walk through services, including online access, cash management tools, new technology; set up statement and communications preferences.
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Why we do it: Walk through services, including online access, cash management tools, new technology; set up statement and communications preferences.
Wealth Management Plan Meeting
Within 90 Days Review your personalized, comprehensive financial plan; reassess and reprioritize your goals if necessary and make any needed changes.
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Why we do it: To introduce you to our Goal Planning & Monitoring (GPM) system, which assists us in tracking your personalized financial goals.
Proactive Planning Meetings
Ongoing Annual Reviews: Review investments and financial plan; assess progress and recommend adjustments. Year-End Planning: Timely planning to help mitigate your tax burden.
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Why we do it: Monitor progress and reprioritize goals when necessary to keep moving forward as planned.
Office 954.385.7622 Toll-Free 800.261.1035 Fax 866.206.2608 2500 Weston Road, Suite 200 Weston, FL 33331 Map and Directions
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Legal Disclosures | Privacy Policy | Terms of Use

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