Financial Planning
Helping You Navigate Life’s Stages.
Service That Extends Beyond Financial Planning
Confidentiality is a top priority in our client relationships. We appreciate the trust our clients place in us and never take that trust for granted. Naturally, any business we conduct is held in strict confidence – just as you would expect from your physician, attorney or any other professional.
We provide objective information and unbiased guidance.
Because we are not required to sell specific products, we have the freedom to help you select the investments that are right for you.
Sound investment decisions are based on facts and careful research, not emotions. However, we know it’s not always easy to make sensible choices, especially in a fluctuating market. We can help you employ disciplined, long-term strategies that help hedge against short-term market swings. Together, we’ll establish reasonable investment goals – and stick to them.
Now is the Time to Make it Happen
The decision to begin the financial planning process should not be taken lightly, nor should it be put off. The earlier your plan begins, the greater the potential for rewards.
Raymond James has always been a leader in financial planning services. As financial advisors within the firm, we remain committed to its ideals – unwavering integrity, innovation, quality and, above all, outstanding client service.
In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the client agreement.