Enabling you to make informed financial decisions
We serve our clients with a consultative, team-based approach that examines all aspects of your financial life. Individual investments and the markets fluctuate over time, and as professionals, it’s our job to enable you to make informed financial
decisions using the full complement of resources at our disposal. This process provides a framework for making decisions collaboratively and monitoring the outcome of those decisions over time. Each step involves interaction between our team, you and outside professionals, if needed.
Our Four-Step Advisory Process
We use a variety of tools to understand your personal goals, current financial situation, investment experience and risk tolerance. In this step, we make you, the client, fully aware of our capabilities and provide educational support to help you meet your objectives.
Our team analyzes the information you share with us and designs solutions intended to help you reach your objectives.
Next, we execute your customized strategy using the extensive tools available to us through Raymond James.
Once implemented, we continually monitor the progress of our recommendations relative to your defined objectives and suggest changes where needed. A key to this step is your involvement in the process and communication of any significant changes in your life. We accomplish this by providing ongoing reporting of your account activity and conducting periodic reviews.