Step 5: Progress
At our first progress meeting, we again discuss any life changes that have occurred and review investment performance. Then we present an advanced wealth management plan that includes more specific recommendations for wealth preservation, wealth management/investment planning, wealth transfer, wealth protection and charitable giving. Ongoing progress meetings occur every 90 days, providing a regular opportunity to discuss, prioritize or change your advanced plan.
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.
Birch Cove Group, Ltd. is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Birch Cove Group, Ltd. and Raymond James Financial Services Advisors, Inc.
