We are the antithesis of the “robo” advisor. We believe we can provide you with a higher quality of service and advice by building a relationship with you. Through understanding, relating, and drawing upon our shared experiences and intuition, we partner with you to help you achieve your financial goals.
Here’s an overview of what you can expect when you work with us. We start by getting to know you and your needs. Then we develop a plan that addresses your unique investment needs and goals.
Our 1st meeting is a time to get to know each other and talk about your objectives. Plan to bring any relevant information such as wills, statements, budgets, etc…
The 2nd meeting is when we discuss details. Together we will agree on a strategy that is in your best interest. This tends to be a collaborative process where Jeff explains your options, and you work together to develop a strategy that suits you.
Process & Strategy
We use a time-tested process to help organize and prioritize your objectives. We then design an individual strategy just for you with one goal in mind – your success!
Jeff likes to review accounts based on the preferences of his clients – some clients prefer to review monthly or quarterly – but Jeff will want to meet with you at least annually.
At Raymond James Jeff is able to address the full spectrum of your financial needs, including but not limited to retirement and retirement income planning, estate, trust and generational planning, life insurance and long term care needs, and educational funding.
Jeff considers your referrals the highest and best form of compliment and values them greatly. We will treat those you send to us with the highest amount of respect and care.
Jeff provides the following services:
- Individual wealth management strategies
- Retirement Income Planning
- Tax Advantaged Legacy planning – generational and charitable gifting
- Life, disability and long term care insurance planning
- College planning
- Trust Advisor
- Coordinates with your other professionals – CPA, Attorney, etc… to form a “team” approach.
Note: Jeff pays a lot of attention to taxes, and strategies that are tax advantaged. It’s one of the few areas that are controllable, and can make a significant improvement in returns.