Financial Planning

Preparing You For What Comes Next

You know where you want to be financially. But how do you get there? Financial planning and investing should be done with your goals in mind. And how successful you are depends on your strategies and the people you trust to implement them.

Our advisors take the time to get to know you, so you can make informed decisions and design a long-term financial roadmap. We can help with many of your financial pain points:

  • Cash/Debt Management
  • Investment Planning
  • Education Funding
  • Retirement Planning
  • Life Insurance Analysis
  • Estate, Tax, and Succession Planning
  • Health Insurance Coverage
  • Charitable Giving

How We Help You Stay on Course

No two plans are alike. Our financial advisors work to understand what you picture in your future. Here’s what you can expect our process to look like:

Discovery

Only after we have a deep understanding of where you want to be can we help you get there. We ask you to describe your ideal retirement scenario, the dreams you have for your children and grandchildren, and how you want to be remembered in your community.

Evaluation

We analyze your situation from every conceivable angle while looking at the overall market. We consider the tax implications on your estate and study the impact of philanthropic gifts. Our evaluation is ongoing to ensure you are on track to meet your short- and long-term goals.

Guidance

Your plan is your plan. It’s driven by what we learn about you. From there, we provide sound advice on how to preserve, invest, manage, and transfer your wealth in ways important to you.

Measurement

We continually evaluate your strategy and work in tandem to adjust your plan for life-altering events, such as marriage, children, or retirement. Because we take a holistic approach, you can stay on course.

FINRA's BrokerCheck

Investment management accounts that include non-bank products are not FDIC insured, are not deposits or obligations of, nor guaranteed by, the financial institution or any government agency and may be subject to investment risks, including possible loss of the principal invested.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Raymond James is not affiliated with First Bank & Trust.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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