Financial, Estate, and Tax Planning

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Pat understands how financial, estate, and tax planning is a uniquely individual process involving two basic steps:

1)  Determining your specific financial objectives, needs and concerns then placing them in writing and priority order to help you:

ü Assure an adequate income throughout retirement years regardless of inflationary pressures.
ü Build financial assets up to the required dollar level by the target year.
ü Hold federal taxes down as much as possible.
ü Assure estate passes to desired beneficiaries with minimum costs and delays.
ü Increase monthly income.
ü Assure spouse is provided for financially upon death or disability.
ü Assure financial assets are managed in the event of physical or mental incapacity.

Every financial plan is personalized - based upon your distinct financial situation, goals, and objectives and may include any or all of the common financial objectives listed above.

2)  Keeping a focus on the overall strategy which has been determined to best achieve your objectives, needs and concerns.

Determining this uniquely individual planning strategy is where Pat applies his professional expertise. He utilizes a system that he has developed throughout his many years of experience as a financial planner and in which he firmly believes.

Key Benefits of Financial and Estate Planning:

ü A professional Financial Advisor will help minimize financial and estate planning mistakes.
ü A well diversified long term financial plan can help investors attain their financial goals while managing their individual risk levels.
ü The earlier you begin your planning, the better your chances will be in attaining the lifestyle and luxuries you desire.
ü A successful financial plan has very little to do with investment performance - it has more to do with staying with a plan over the long term. This means getting on board and staying on board with your Financial Advisor.

 

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CFP^®, CERTIFIED FINANCIAL PLANNER™ and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

This site is published for residents of the United States only. Raymond James’ Financial Advisors may only conduct business with residents of the states 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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