Financial life management defines what we do

The depth of our relationships goes well beyond just the typical talk of asset allocation to all aspects of our clients’ financial lives. Whether it’s investments, retirement planning, college savings, Social Security maximization, or tax-efficient investing strategies to preserve your wealth, we are emotionally invested in your life. In other words, we want to help however we can.

What is the process?

Our journey together starts with an in-depth conversation to help us learn about you and your family, and gain a good understanding about where you are financially and where you want to be.

This discussion will encompass all aspects of your financial life, not just your investments. We will discuss your assets, debts, cash flow, current savings strategy, insurance, company benefits and much, much more.

Financial MRI

Much like a doctor must have a complete health background before making a recommendation, we must have a complete picture of your financial life before we help put together some financial recommendations. We call this process a “Financial MRI.”

Measure your current situation, goals and priorities

Readjust current savings, assets and instruments to focus on your personalized priorities

Implement a customized strategy designed to best pursue your family’s long-term goals

It seems simple and logical, but the key aspect of this process is that it is customized to you. We have developed and refined this process for over 16 years in order to get a detailed examination of who you are and what you want to accomplish, then develop a customized strategy to help you get there. You and your family are unique. Your advice should be, too.

There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Asset allocation does not guarantee a profit or protect against a loss.

While we are familiar with the tax provisions of the issues presented herein, as financial advisors of Raymond James, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.