FINANCIAL PLANNING from an experienced perspective
Comprehensive financial planning is a term you may often hear. Lest you dismiss it as a catchphrase or cliché, consider this. It can offer profound benefits to you by taking a holistic look at your life and integrating all of your personal and financial matters.
A comprehensive financial plan can provide a cohesive course of action for pursuing your goals, preserving your wealth, funding your retirement and building your legacy.
Philip Blumel is a Certified Financial Planner™ professional who has been providing comprehensive financial planning for more than 25 years. But he doesn’t do it alone. Working with the knowledgeable professionals of Raymond James, you’ll have a full team behind you, plus the personal guidance of an experienced advisor who knows you – and all you’re striving to achieve.
There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.
Corporate Retirement Plans
Your Team Experienced financial guidance and Administrative Support
We employ a thoughtful, disciplined and well-defined planning process to design, implement and manage the personalized financial plan we’ll create for you.
To help you become more informed about all things financial, we have assembled a range of resources, including market commentary, newsletters, videos and white papers.
My aim is to be your primary financial advisor, taking an educated bird’s-eye view and working closely with your accountant and attorney.