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Financial Planning

financial planning financial planning

Our business is you and your financial well-being.

 

Whether your getting ready to buy that vacation home, help your child launch a new business or start contributing to a favorite charity, you will need a plan, a road map, to help ensure you arrive where and when you expect.

 

Building your wealth over time, generating retirement income, or preserving what you have worked hard to attain, all become reality through wise financial planning. Intelligent investment, guided by a trusted advisor, can help you to pursue your unique vision for your financial future.

Your foundation

Clear, realistic goals provide the foundation for a solid financial plan.

 

  • Prioritize your goals - Maybe your objectives include planning for retirement income, a vacation home or education for a child. Discussing priorities with your advisor will help us create a strategy that is true to your vision.
  • Create a comprehensive financial plan – Together with an understanding of your goals and time horizons, your personalized strategy will also take into consideration your current assets and liabilities and your net worth. All of these criteria will inform your financial plan.
  • Resolve any conflicting goals – Defining near- and long-term goals and resolving any conflict that may exist now or may arise as your financial picture evolves will help assure your ultimate success, helping your strategy execute smoothly.
  • Measure your success – Creating benchmarks early on, and reviewing your progress regularly, helps measure future success. These reference points also help us, if adjustments are needed, in keeping your objectives in sharp focus.

Other important considerations

 

  • The risk factor – Understanding your comfort level with risk is key in deciding which investments work best to achieve your goals. As you prioritize your goals we can discuss how these factors affect your overall strategy and plan accordingly.
  • Account consolidation – During the planning process, consideration is also given to consolidating accounts to help make your finances and cash flow easier to track and manage, all a part of our comprehensive plan development.

Your plan’s performance

Life’s highway is full of twists and turns, your financial plan needs to be agile and responsive, like a high-performance automobile, navigating the road ahead. As your priorities shift and new opportunities present themselves, we regularly review your plan’s progress relative to your defined objectives.

 

  • Course corrections – Should adjustments to your plan need to be made you can rely on our many resources and the experience of our advisors and our partnership with Raymond James to help guide the decisions we make together.
  • Effective decision-making – We believe it’s important to keep you fully informed, so we provide account activity reporting and conduct reviews. As true partners, we also rely upon you to communicate any significant changes in your life, putting us in the best position to make objective decisions.

Our process includes thorough planning and review of your short- and long-term goals. We take into account your tolerance for risk and your stage of life, while keeping watch on today’s complex domestic and global markets. Experience has shown this to be the best way to fully develop a comprehensive, diversified portfolio that has the flexibility to meet your needs now and throughout your financial journey.

 

Your financial plan will reflect what’s important to you, matching your investments to your goals, balanced by your ability to take on risk. The result is a dynamic, enduring financial plan that’s in tune with your vision for the future and reflects the achievement it represents.

 

Investing involves risk, and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Discover more for your wealth journey

Plan for your retirement with our financial advisors

    Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Trustmark Financial Services 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. Trustmark Financial Services and Trustmark Bank are separately owned and operated and not independently registered as broker-dealers or investment advisers. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

    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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