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.
COMPREHENSIVE PLANNING
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.
Your Team Experienced financial guidance and Administrative Support
My aim is to be your primary financial advisor, taking an educated bird’s-eye view and working closely with your accountant and attorney.
Information & insight
