Financial Advisor
Your Financial Advisor

If you're thinking about a financial advisor, better be sure they are all about you. You're not a number and there's no pre-packaged formula that fits you. You want to find someone who looks beyond numbers, statistics and formulas to serve the unique needs of each and every client.

financial adviser

Perhaps most importantly, you need to know that your financial advisor is there for you in good times and in bad--to guide, educate, encourage and move you closer to their financial goals.

Here's something I discovered recently about this group in Florida.  It's exactly what I'm talking about.

Take a look at their "Financial Advisor Signature Process":

We implement a four step advisory process to serve you and your family.

Step one: Understand. Individual investments and the markets fluctuate over time. 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, the client and additional outside professionals when prudent.

Step two: Design. We use a variety of tools like questionnaires and interviews to understand your personal goals, current financial situation, investment experience and risk tolerance. In this step we also help you to fully understanding the scope of services we offer to help you meet your objectives.

We analyze the information you share with us and design solutions uniquely suited to help you reach your financial goals. In this step, we may collaborate with other specialists or your own current professional team (your accountant or lawyer, for example) to strategize a plan that best meets your aims and objectives. After our analyses, we present our recommendations to you, answer your questions and outline the steps we need to take to implement your plan.

Step three: Implement. In this step, we execute your customized strategy using the extensive tools available to us through Raymond James. This involves the selection of specific account types, investment products and optional services that execute your carefully designed plan. We then take care the necessary paperwork and other details to implement your personalized financial plan.

Step four: Manage. Once your plan is implemented, we continually monitor its progress relative to your defined objectives. We keep you well informed, with ongoing reporting of account activity, and we are always available to answer questions.

Please call us today at (850) 677-0355 or toll free at (888) 831-0138 and let us help you reach your financial goals as your financial advisor.

There's more at

Financial Advisor


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