Raymond James: Our dedicated partner

Our Marathon Mission

We guide you through every phase of the investment planning process to help you run your marathon and achieve your goals:

  • Pre-Training Preparation

    Discuss your goals and dreams.

    During our initial conversation we will begin the planning process and discuss:

    • Life goals and dreams
    • Priorities
    • Concern
    • Current situation
  • Investment Philosophy Synchronizer

    Calibrate and manage investment expectations.

    Calibrates our approach to investing during different market environments with your investment expectations. We will discuss:

    • The markets and you
    • Investment discipline
    • Activity and inactivity
  • Marathon Roadmap Process

    Formalize your plan.

    We formalize your plan and set a disciplined strategic asset allocation, identify specific investments and balance your overall plan with your employee benefits. Here we will discuss:

    • Portfolio construction
    • Manager selection
    • Debt management
    • Employee benefits review
    • Net worth statement
  • Family Security Training

    Insurance and estate review.

    Reviews estate and insurance planning to make sure the coverages are in place to protect you and your family for the long term. Here we will discuss:

  • Pre-Marathon Preparation

    Prepare for your retirement marathon.

    As you approach retirement we will discuss your retirement encore, review your healthcare strategy as well as plan for your legacy. Here we will discuss:

  • Marathon Income Plan

    Creating your retirement stream of income.

    To create your retirement income plan we will discuss strategies to create your retirement income, including. Here we will discuss:

    • Saving vs. spending
    • Social Security income strategy
    • Retirement income preparation
    • Retirement income maintenance
Always here for you

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 your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Stribling~Whalen Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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