Everyone has their own vision of what they want out of life and what they want to accomplish. It can be the confidence from securing a comfortable retirement; as fulfilling as ensuring your children can successfully complete college; or as adventurous as traveling the globe.
Our vision is to enhance yours by managing not just your assets, but every aspect of your financial life, today and in the future. We apply our high level of expertise, service and comprehensive planning to each of your goals.
In our view, the best way to move forward is to plan ahead and our advisors are dedicated helping successful individuals such as you do exactly that.
As a planner
As a coach
As an educator
We will develop a financial and investment plan that reflects your visions, goals and resources after listening to you. On a continual basis, we will proactively work with you to gauge your progress and make adjustments to your financial and investment plans through regular meetings and/or calls.
As a caring, trusted advisor, we provide a high level of service through our frequent communication and ease of accessibility.
For most, successfully reaching one’s vision isn’t easy. In this day and age, we’re often diverted and distracted from our long term visions by short term issues and problems. Investment failure oftentimes is more a matter of poor behavior rather than poor selection.
As a coach, we will assist you with thoughtful and appropriate choices and act as an encourager when troubles or concerns arise or if procrastination sets in. A plan without implementation is worthless. In proactive collaboration with your outside advisors, we will strive to advance the fulfillment your plans.
We have nearly 30 years of experience in the financial and investment management arena. Through ongoing education and our resources, we stay current on the techniques, trends, laws and issues affecting the industry.
As an educator, we will help you learn “what you don’t know”. Our vision is to provide you with the analysis, research and information you need to make appropriate financial decisions. Yet, we deliver this knowledge in a down-to-earth, easy-to-understand manner.
RECENT FEDERAL CHANGES
Between health-care reform and The American Taxpayer Relief Act of 2012, there have been a lot of changes you may want to keep in mind when tax planning and deciding on health-care. More changes are still to come as we enter 2014.
View our list of articles to get a handle on the basics >>
3021 Bethel Road, Suite 100 | Columbus, OH 43220 | Phone: 614-824-3080 | Fax: 614-824-3082 | Toll-Free: 877-369-4046
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.
© 2013 Raymond James Financial Services, Inc., Member FINRA / SIPC