A comprehensive financial plan starts with a discussion about what our clients want to achieve and when they want that to happen. Our process is detailed but conversational. Once we know what is important to you, we then know what services are needed and appropriate to enable you to live the life you have dreamed about. The services we provide are Legacy Planning, Retirement Planning, Tax Planning, Money Management, and Protection Planning. Some clients may only need some of these while others would benefit from all. We look forward to speaking with you in more detail about your goals and how they can come to fruition. If you’re interested in learning more, please call (269) 443-2160 to set up an appointment with one of our advisors.
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.