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Our Guiding Principles
Seeing the Big Picture
We recognize that there are many facets to an individual's financial life and that each client is unique. Evaluating our clients' tax and estate status, as well as their investment approach, are important steps in our financial planning process. Income flow needs, personal values, protection needs and charitable wishes are among the many other considerations that go into serving our clients in the best way possible.
Providing Value to our Clients
We desire to assist our clients in every aspect of their financial lives. Our approach is to build lasting relationships and align our success with the success of our clients. We primarily work in a fee-based environment, which allows our clients to hold our feet to the fire on an ongoing basis. This approach makes it vitally important that we always view our advice through our client's eyes.
Being Objective
We understand that one solution does not fit all. As independent Raymond James financial advisors, we strive to locate the products and services that best fit each client's unique circumstances. We thoroughly consider multiple strategies and exam the available alternatives before making a recommendation. Our advisors are not compensated to endorse one product over another, so clients can be assured of receiving unbiased advice.
Giving Back to the Community
We believe in contributing to the charitable organizations that share our values and beliefs. A key component of our practice is the Raymond James Charitable Partners Program. For organizations that are part of this program we donate a portion of our revenue derived from their constituency back to the charity. (For more information about this program please contact our office)
Partnering with Professionals
* Providing our clients with the highest level of expertise is dependent, not only on our knowledge, but on aligning ourselves with other professionals. Our ability and willingness to seek specialized assistance has been a key to our client's success
* We work closely with some leading investment management firms. By meeting regularly with these companies we gain insight into asset management philosophy, current investment outlook and unique features and benefits that may fit into our client's plans.
* We consult with other tax, estate planning and financial professionals who provide expertise on special situations. We also feel it is important to work with a client's existing tax and legal advisors to ensure continuity in implementing a customized financial strategy.
Our Practice Goals
Integrity:
Firm adherence to a code of especially moral or artistic values
We refer to this as our Sleep Factor. We work hard to give sound advice for each and every client. Thorough due diligence allows us to have confidence in our recommendations.
Flexibility:
Characterized by a ready capability to adapt to new, different, or changing requirements
Clients' situations and goals often change. To allow for these changes, we try to maintain as much flexibility as possible in our plan design and implementation.
Transparency:
Free from pretense or deceit
It is our commitment to disclose to our clients both the advantages and disadvantages of all recommendations. While we strive for full disclosure, we encourage our clients to ask any and all questions. If we cannot answer your question, we may not be the right firm for you.
Communication:
A process by which information is exchanged between individuals through a common system
It is our belief that an informed client is a happy client. We utilize a variety of methods including: phone contact, regular personal meetings, e-mail, web site announcements, newsletters and a quarterly magazine. Communication is a two-way street; we encourage all clients to contact us when they have questions. No question is ever unimportant.
Expertise:
Having, involving, or displaying special skill or knowledge derived from training or experience
***The financial environment is constantly changing. We regularly attend continuing education and update meetings to stay abreast of changes in market conditions, tax laws, planning strategies and product features and benefits.
Definitions provided by: Merriam-Webster Online
***Securities and investment advisory services offered through
Raymond James Financial Services, Inc.
Member FINRA/SIPC
***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.
© 2007 Raymond James Financial Services, Inc. member FINRA / SIPC. Privacy Policy
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