How we do it... - Ocala Florida

Our process is grounded in fundamentals while being adjusted for today's needs.

1. Understand...
You can expect to sit down with us and have a talk.  We will discuss your wants and needs, your fears and concerns, your thoughts about risk and what you would like to accomplish with your investments. We will discuss your family and any other special situations you may need to consider.

2. Design...
We will put our understanding to work. Analyze and evaluate your needs, collaborate with other professionals (CPA, Attorney etc.), inform you about your options and make recommendations. 

3. Implement...
Put our plan to work.  Make the agreed upon investments solutions.

The ongoing process of monitoring and adjusting your investment portfolio. As your life changes Greg will be there with you watching your  portfolio and guiding you toward new opportunities.

Raymond James Financial Services, Inc., 
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Raymond James financial advisers 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 our office for information and availability.
Documents Attached to How we do it...:
Innovative Approach