Looking for Direction? Consider our FREE Retirement Review...

When it comes to investing, the right advice and planning can mean the difference between a missed opportunity and a goal achieved.

• Start with a Complimentary Retirement Account / 401K consultation to be sure your retirement plan is moving in the right direction.
• Receive ongoing expert guidance in setting a course and staying on track with customized advice services.

To take advantage of our FREE Retirement Review program give our office a call at 1-800-209-9369 and a qualified Retirement Consultant will walk you right through the steps.

What you will need:
Copies of you most recent Retirement Account statements including company plans 401K, 403B, 457 etc.
Our consultants will ask you questions to determine your risk level and your financial goals.
We will analyze the funds available to you, determine which funds are best, and build a customized allocation plan designed to achieve optimum returns for your risk level and today's market conditions. We will let you know which funds you should be investing in, and the percentage of your company sponsored retirement plan's contribution you should allocate to each and why.

Services available:
Retirement Savings Analysis
Retirement Cash Flow Analysis
Plan Distribution Analysis
401K Contribution Analysis
72T Calculation Estimator
Roth vs Traditional Rollover Analysis
Roth vs Traditional Contribution Analysis
Pension Evaluation
Lump Sum Distribution Management
Social Security Benefit Estimator
Required Minimum Distribution Planning
and more...

Preparing for your consultation.

Our goal is to help you achieve your goals, dreams and objectives—whatever they may be. To get the most of your FREE Retirement Review and simplify the overall process, please give some thought to the following.
What you can expect from your consultation.
Together, we will:
• Explore your unique financial situation and consider portfolio recommendations
• Organize your finances and prioritize your goals
• Discuss your tolerance for risk
• Adjust your portfolio to the asset allocation that’s right for you
• Determine the type of advice and support you need

Getting Started with us is simple

Ready to become a client?
Contact us to discuss the best combination of service and accounts for your individual goals.
• Call 1-800-209-9369 to arrange a FREE initial consultation.

Securities offered exclusively through Raymond James Financial Services Inc., Member NASD*SIPC