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:
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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
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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
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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
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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:
- Insurance coverages; life, disability, property and casualty
- Identity protection
- Will, power of attorney and health care power of attorney
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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:
- Your encore
- Medicare strategy
- Legacy letter
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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
