A financial strategy tailored to your unique objectives

Our approach to investing is straightforward: We focus on becoming your partner in building the future you envision. As we work together, we will thoroughly explain the investment strategies we recommend, so that you will be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Whether you are seeking financial planning, investment advice or portfolio management, we will develop a customized plan designed to diligently pursue your objectives.

Understand
First, we’ll gain an understanding of your lifestyle, needs and  personal goals, both current and long-term, your financial situation, investment experience and risk tolerance. Then we will explain the services we offer that can help you meet your objectives.

Design
Next, we will analyze what you’ve shared with us in order to design your plan. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.

Implement
With your approval, we will execute your customized strategy using the extensive research and resources available to us through Raymond James. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.

Manage
Once your plan is implemented, we will monitor the progress of your plan relative to your defined objectives and suggest any changes where needed. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews.

In golf as in life it is the follow-through that makes the difference.
– Anonymous

Contact Us

Want to know more about how we can help you? We’d love to hear from you.

3111 Camino Del Rio North, Suite 920 | San Diego, CA 92108 | Phone: 858.866.3550 | Fax: 619.462.2015 | Toll-Free: 877.752.6463 | Map and Directions

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Siegel Financial Advisory Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. 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 Financial Services, Inc., member FINRA/SIPC | Privacy Policy

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