Financial planning that keeps you going
If the shortest distance between two points is a straight line, we believe the key to shortening the distance between you and your goals is a structured, straightforward financial planning process.
At StraightLine Financial of Raymond James, we take an approach to planning that is logical and linear, aimed at helping you build a long-term plan and portfolio and keeping you steady on your path.
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In this step, we will build an understanding of your current financial situation and future goals, and make you fully aware of our capabilities.
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Next, our team will analyze the information you’ve shared with us, design strategies to help you reach your objectives and present our recommendations.
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With your approval, we will execute your customized strategy using the extensive tools available to us through Raymond James.
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Once implemented, we continually monitor the progress of our recommendations relative to your defined objectives and suggest changes as needed.
“Courage is fear holding on a minute longer.”
