Many investors have the mistaken belief that choosing investments is Financial Planning. While the choice of investments may be a part of Financial Planning, it plays a relatively minor role. As CERTIFIED FINANCIAL PLANNER™ Professionals, we offer Financial Planning as a separate service for clients. We are educated and have experience identifying client needs and goals and charting a path to reach them. The process involves in depth conversations with the client(s) to determine financial goals and priorities, along with the current and future assets available. After we gather the data, we create a customized Financial Plan, often with multiple scenarios. Then we will present recommendations to achieve the stated financial goals. While we can’t promise that the client will achieve all their financial goals, we believe it’s better to plan for the future than wish for the best. Not all our clients will want a formal Financial Plan, and some clients who want the plan prefer to manage their own investments. The Financial Planning service is separate from the management of investments for these reasons. Contact Majestic Financial to discuss which scenario is best for your needs.
Majestic Financial 220 South Main Street, PO Box 322, Plainwell, MI 49080 307 E Green Street, Hastings, MI 49058 (269) 443-2160
Raymond James financial advisors 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 your local Raymond James office for information and availability.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Majestic Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.