The investment process begins with a comprehensive analysis of your present financial resources, liabilities, and objectives (both short and long term). Additionally I will assist you in articulating the level of risk at which you are comfortable.
Step 2: Developing a Plan
The key to creating your customized investment plan is my disciplined approach to the process of incorporating investment products that are suitable to your unique financial goals and objectives. My process encompasses your investment time horizon, risk tolerance, and tax considerations in the overall plan design.
Step 3: Implementation
It is important that you understand and are comfortable with all aspects of the investment plan. We will then move forward by implementing my specific recommendations.
Step 4: Tracking Performance
A key to a prudent financial plan is to make certain that your portfolio account stays on track after my recommendations have been implemented. I will closely monitor the performance of your portfolio account. We will meet on a regular basis to discuss the performance of your investments and determine if any adjustments are needed.
The above mentioned is a financial advisor with, and offers securities through, Raymond James Financial Services, Inc., Member FINRA/SIPC, an independent broker/dealer, (not affiliated with Fulton Financial Advisors or the Financial Institution) and are not insured by the FDIC or any other government agency or bank insurance, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal.
Securities and Insurance Products:
Not FDIC-Insured • Not Insured by any Federal Government Agency
No Financial Institution Guarantee • Subject to Risk • May Lose Value • Not a Deposit
Fulton Financial Advisors offers a broad array of financial products and trust and retirement services some
of which are provided in conjunction with Raymond James Financial Services, Inc. and ValMark Securities, Inc
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