What to Expect
Beginning a relationship with a new firm can be intimidating – we have a lot of data to gather and information to review during our initial conversations. Know that we are here to help simplify your life and partner with you through each step of our process.
Our Process
Getting to Know Each Other
We'll take the time to make sure we understand your objectives, your financial picture, and ensure that we are the best fit to partner with you and your family. We also want you to know our history, advisors, and support staff to give you the confidence you expect in a comprehensive wealth management team.
Recommendations and Implementation
After we've had the chance to evaluate your financial documents and clearly understand your goals, we will help educate you on account and investment options, financial planning, and tax and estate strategies. From there, we will walk you through the process of opening accounts, identifying and transferring assets, and implementing the recommendations we've discussed.
Our Commitment to You
Our goal is to simplify your financial life. We do so by working closely as a team to monitor ongoing changes in the market, economy, and relevant legislation. As fiduciaries, we adjust portfolio strategies in your best interest. We believe in strong, two-way communication, and value the opportunity to meet regularly to best understand your changing needs.
Address: 123 N. Ann Arbor St. Saline, MI 48176 Phone: 734.429.3971
Address: 5813 Red Arrow Hwy. Stevensville, MI 49127 Phone: 269.556.0768
Address: 510 W. 17th St. Holland, MI 49423 Phone: 616.251.1025
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 for information 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.
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