financial advisor (2151) raymond james (901)
My business practice helps provide successful business owners , high-net worth individuals and pre and post retirees , confidence when investing their assets.
By following The Financial Planning Process , utilizing our Goal Planning & Monitoring Software and incorporating my Four Step Disciplined Approach to Investing and Managing Risk , you can be assured that all financial decisions are made on your behalf and are consistent with your goals and ideas of success.
The Financial Planning Process Consists of the Following 6 Steps