Financial Planning is a comprehensive analysis of your needs, wants, and wishes today that’s tailor-made just for you. Then looking into the future throughout your lifetime, your plan will estimate the confidence that these goals will be carried out using your income earning assets to pay for them. Then, when the end comes, how best to distribute what’s left to your beneficiaries, trusts, or charities.
Working together, we review your goals, write a multi-page plan, and monitor the results making changes when needed. That is Financial Planning. It’s the right thing to do and the right way to do it.
Don’t be intimidated by the complexity of your plan.
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With your plan in place, then we'll decide what investments are suitable and tailored to your goals. We are dedicated to helping you not only achieve, but have an understanding, of your life's financial plan. With your help, let us design your plan.
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.
21 West I-65 Service Road North
Mobile AL 36608
