The benefits of working with a financial advisor
The benefits of working with a financial advisor
An experienced, objective partner can help you stay on course no matter where life leads you.
You're investing time and effort into building your wealth, and you deserve an astute professional who can help you protect it. While autonomous investment platforms may be in the news, they remain unable to replace the personalized service of an experienced advisor who takes the time to understand and address your unique needs, reassessing them frequently and adjusting your plan as necessary.
THE ADVISOR ADVANTAGE
As advisors, we embrace the opportunity to truly get to know our clients. We ask the right questions to create a tailored financial plan that balances your long-term goals with your specific dayto-day needs. From delivering prudent financial guidance to helping create the life you envision, you can count on us to help you manage all of the important matters money touches.
AN ACCOUNTABILITY PARTNER We'll help you stay on track as you pursue your financial goals through regular check-ins and by adjusting your plan whenever necessary. We'll also provide you with honest assessments of your goals to help bridge the gap between where you are versus where you want to be.
GUIDANCE THROUGH LIFE'S UNKNOWNS You can rely on us to help you prepare for the whatifs. From underperforming markets to the potential for long-term care, we'll guide you through how different events could impact your financial future. Additionally,
working with us will help give you the security and comfort of knowing you have someone on your side who remains invested in your success.
UNWAVERING SUPPORT You can trust us to help you answer some of life's most difficult questions and offer clarity on confusing financial topics. There are times when individuals avoid important matters, such as retirement planning, because they can be uncomfortable to discuss. We will help you broach these sensitive topics and work with you to address the fresh challenges each new life chapter brings ? all with a calm, refined approach and insightful knowledge.
INCREASED OPPORTUNITY In addition to supporting you through life's challenges, we'll help you make the most of life's opportunities. We'll work to help build and preserve your wealth, recognize investment opportunities and offer guidance rooted in your time horizon and comfort with risk.
Contact us to start a discussion about your financial future.
INTERNATIONAL HEADQUARTERS: THE RAYMOND JAMES FINANCIAL CENTER 880 CARILLON PARKWAY // ST. PETERSBURG, FL 33716 // 800.248.8863 //
Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional. ? 2019 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. 19-BDMKT-3648 AW 6/19
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