Decisions become easier with a plan. The Five-Step Financial Planning Process for Financial Fitness assists you in setting out from where you are today to where you want to be tomorrow. Discover more about your custom road map to reach your goals and desires here. We invite you to sign up above for our complimentary special report "Planning for Life: The Many Benefits of Financial Planning and Investment Management."
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state.
Services
Financial planning is a way of life. I engage in non-stop education to stay on top of financial planning, investment management, changes in tax laws, market trends, and economic conditions. Through the Five Step Process you gain comfort that you are not going into retirement blind. I base financial, investment, and retirement decisions on a financial plan that's built on facts and careful research, not on emotions.
Personal and Family Financial Planning - Assisting clients to gain clarity in their financial lives for themselves and their families so that they, too, can experience the "Financial Planning Difference" to help them achieve their dreams. Retirement Planning - Helping clients to prevent the common mistakes that arise from poor planning and inadequate advice and to avoid the primary obstacles to a lifetime income.
Kevin and Michelle were in their mid 60s when they decided it was time to sell their business and start to enjoy retirement. Only one of their two sons, Calvin, had been active in the family business. Their other son, Ken has a successful career in another state and had no interest in coming back. Kevin and Michelle wanted to treat both boys fairly, but felt Calvin should have the opportunity to continue the business.
Jill was totally caught off guard by her divorce and unprepared to make the necessary financial decisions she now faced on her own. She felt heartbreak over the end of the relationship. Jill will find that sound decisions can become much clearer when we are by her side. Through our custom "Five Step Financial Planning Process to Financial Fitness" we will, together, focus on her concerns, goals, desires, and dreams.
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