SERVICES
It all starts with listening. We want to hear about your family and the goals you hope to achieve. Once we identify the vision for your family's future, we can then provide the ideal financial and investment planning services while keeping your specific goals in mind.
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We will work hand in hand with you – and your other professional advisors – to select the services that best suit your needs, then apply our investment insight and expertise to help prepare you and your family for every phase of life.
CORE FINANCIAL SERVICES
Financial Planning
Every financial goal for your family or business needs to be backed by a well-conceived plan. Whether you’re looking to build 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 properly invested. As your family advisor, we provide wide-ranging, comprehensive financial planning to chart a detailed course for pursuing a bright and confident future.
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Our disciplined planning process accounts for your short- and long-term goals, your tolerance for risk and your stage of life, while also keeping a watchful eye on today’s complex domestic and global markets. In our experience, that’s the best way to customize a comprehensive, diversified portfolio that is flexible enough to meet your needs now and in the years to come.
No two families are the same, and our financial plans offer a high degree of personalization that matches your investments to your goals and ability to take on risk. We analyze each potential opportunity to find just the right ones for you, your family and your goals, while also helping to manage your liabilities so you feel confident in your complete financial picture.
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The result is a financial plan that is as dynamic, vibrant, and enduring as the lifetime of achievement it represents. Simply put, our business is built on family, and we're not going to do anything for our clients that we wouldn't do for our own family. We are totally committed to your financial well-being and success.
Portfolio Management
As your trusted partner, we help you pursue your goals by constructing, managing, and reviewing a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.
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Using a wealth of resources, we gain insight into the risk and return characteristics of your investment options. The portfolio strategies we pursue are modeled on those used by elite institutions to help us select a mix of asset classes that closely matches your individual preferences and appetite for risk. This approach weighs several factors – your goals, time horizon and tax implications – to create a stronger portfolio tailored to you.
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Our priority is to help you make informed financial decisions about the components of your portfolio. We also take care to assess the ongoing tax implications of your plan. When your needs and situation evolve, we adjust accordingly to ensure we are always in sync with you and measuring up to your expectations.
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As your advisor, we are not putting forth just any investment strategy, but the strategy that is designed to best fit your life. Meeting your requirements for growth, income, or capital preservation – while being mindful of your attitude toward risk – is our objective. You can expect a portfolio that is individually customized to reflect the future as you envision it.
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Staying on top of trends and events that influence the investment environment and your portfolio’s performance is crucial for us. We rely on deep resources, analysis and the insight of our team to keep your financial objectives in sight and help drive smart decision-making.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Retirement Planning
We understand that there should be no compromise regarding your financial future. That’s why we work diligently to serve as the ultimate steward of 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. As a result, we can help ensure you’re taking the proper steps to achieve your retirement goals and create the kind of retirement you always envisioned.
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No matter your life stage, we can help you pursue independence, freedom, and the things that matter most to you.
Your journey begins now. Let us help get you and your family on your way.
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Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
