Raymond James Financial Services advisors provide comprehensive financial planning and investment advisory services to individuals with the following needs:
Pre-Retirement Asset Management
Post- Retirement Asset & Income Management
We utilize an objective team approach to counsel clients with regard to portfolio allocations, estate strategy, tax planning, risk management, retirement planning, and private banking services. We put our client’s interest first, act with integrity and honesty, and strive for excellence in every facet of our practice.
Our Philosophy is to take a YOU-INC approach to treating you like a company where we are your financial steward as you go through the financial planning process. Our goal is to help build your net-worth just like a company that weighs its options when making financial decisions.
Our “How can we serve YOU” approach is the basis for helping our clients. Returning your phone calls and answering your questions in a timely manner is the basis of our relationship as you work with our office.
Our Clients share in the realization that by having a plan to coordinate the myriad of today’s financial decisions, they can possibly achieve their goals for tomorrow. Our clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to enter into a mutually beneficial long-term relationship. They expect excellence and have made a firm commitment to working towards achieving their goals utilizing a trusted financial advisor. We view the client relationship as a lifelong process of building and preserving their financial legacy.
Our Values & Business Philosophy
First, we believe that any financial advice given in regards to a client’s financial situation must be tailored to each client’s specific needs. We spend considerable time listening to understand our client’s financial objectives, for it is only when we gain that understanding that we can create a plan designed to help achieve their goals.
Second, we tend to be conservative and encourage our clients to develop reasonable expectations. We understand that the financial planning process is sometimes a long and difficult endeavor that requires patience and understanding to walk away with a fair and balanced settlement.
And Finally, we understand that our clients have plenty of choices of where to do business, but we believe they choose to do business with us because of the exceptional service that we provide and the value that we add to our relationships.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.