Our mission is to provide our clients and their families with appropriate personalized guidance such that they potentially avoid making major financial mistakes throughout their lifetimes and help them achieve their life-long goals. This is accomplished through comprehensive financial planning and the application of sound conservative investment management strategies.
The attributes listed below qualify our Raymond James Financial Advisors to assist you in meeting the financial challenges you face today.
- We dedicate our efforts exclusively to addressing individual and family financial planning and investment management issues. Our in-depth expertise is centered around those concerns most important to current and near-term retirees.
- Our overall investment management philosophy is moderately conservative with primary focus on strategies designed to reduce volatility and promote the potential preservation and promote the responsible growth of our clients’ hard-earned money.
- We devote considerable time and effort assisting our clients in the determination of their goals and needs by really getting to know them on a personal basis. The end result of this process is a complete personalized financial assessment of each client household.
- We are fully committed to frequent personal communication with our clients and to the continuous monitoring of their portfolios.
- We have also instituted limits on our future growth thereby ensuring these commitments can be met for the long term future.
Additionally, our broker dealer Raymond James Financial Services provides us access to a comprehensive range of investments and services from one of the most highly regarded investment Practices in the country. For additional information about Raymond James Financial Services, please visit their website at www.raymondjames.com.