PROCESS

Investor Access

Phone: 937.431.6700

Investment Process

Understand - Design - Implement - Manage

No Commitments - No Surprises

Understand

Goal Planning
&
Monitoring
(GPM)

Design

GPM Results
&
Investment Analysis Meeting

Implement

Investment Recommendations
&
Account Opening

Manage

Continuous Communication
& Regular
Financial Reviews

GOAL PLANNING & MONITORING (GPM)

Have our team contact you about setting up a Goal Planning and Monitoring Appointment!

When the investment landscape looks either really good, or really bad, we all feel like we need to do something. But what?

The media, friends, home prices and statements reflect only short-term results. They don't tell you how those results will affect your long-term financial goals. Even worse than not knowing what to do, is doing the wrong thing.

OUR STRATEGY:

We start with your goals. You're unique, and so are your retirement and investing goals. We will map out your goals and then break them down into needs, wants and even the wishes you might dream about. This process will prioritize your dreams, desires and goals.

Then for each goal, we will establish both an "Ideal" and an "Acceptable" spending amount. The Ideal amount is the most you'd like to have for a great retirement lifestyle. The Acceptable amount is the least amount that is still good enough. Taking the ideal and acceptable amounts we can create your "Acceptable Range," which will help you make trade-offs to maximize the current and future satisfaction you get from your money.

Investing always involves risk and you may incur a profit or loss. No investment strategy can guarantee success.

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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. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.