Knowing your goals is the first step to understanding how to pursue them. And knowing where you want to go helps you make thoughtful decisions when life presents other paths. This is the essence of a financial plan, a framework to align your resources with your objectives.

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As you create your plan and work toward your goals, it is critical to understand the potential pitfalls and complex situations you may face. Financial matters including income, assets, investments, daily expenses, preparation for unexpected events and your long-term aspirations will need to be balanced and rebalanced as your priorities shift. This is where we believe a diligent, professional partner committed to your well-being can make the difference.

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A VIEW FROM ABOVE
 

Rather than focusing solely on assets and investments, a financial plan takes a broader look at your circumstances and forecasts potential future outcomes as they relate to your goals. It can then weigh the effect of other decisions – like delaying a major purchase or adjusting savings rates – and other possibilities, such as a long-term illness or an addition to the family.

EXPERIENCE ON DEMAND
 

Through a flexible, fee-for-service relationship, you can engage the experience and planning resources of a professional advisor in a way that fits your needs for regular financial check-ups, a long-term plan or advice on pursuing a single, defined objective.

SERVICES CENTERED ON YOUR NEEDS
 

A financial advisor can help you weigh different options so you can gain confidence in your financial decisions. As your life and priorities grow, they can help you adjust your financial plan along the way.

A PROFESSIONAL OPINION FOR YOUR MOST IMPORTANT DECISIONS
 

Ultimately, the value of a financial plan is that it provides an actionable path toward your objectives – all while offering straightforward and applicable advice. A financial plan isn’t rigid – life is rarely that simple – it’s designed to give you a candid understanding of your goals and how you might strive for them.

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INTERNATIONAL HEADQUARTERS: THE RAYMOND JAMES FINANCIAL CENTER

880 CARILLON PARKWAY // ST. PETERSBURG, FL 33716 // 800.248.8863 // RAYMONDJAMES.COM