Making a financial life plan is about more than just investments and retirement planning. In Clarksville, at Struble & Company Financial Life Planners with Raymond James they see creating a financial life plan as an opportunity to establish a relationship with both you and your loved ones.
As financial advisors, Struble & Company integrate key elements into the financial planning process. They learn about the client’s values, priorities, and goals; analyze the client’s current situation; and design and implement a plan that will best fit their needs. The advisors at Struble & Company with Raymond James work to identify the gaps in your current plan or create a plan where one did not exist before. The needs and wishes of the client drive financial planning and the role of the advisor is to help prioritize objectives.
When the financial plan first begins, their trained professionals spend time getting to know and understand their clients. It is not simply a transactional encounter, they truly want to feel connected. During this relationship process, the Struble & Company team will also help the client find a trusted contact within their own life with whom they can work alongside. This type of support system means multiple people are connected and aware of your needs.
They help clients get in contact with an attorney to ensure last will and testament, power of attorney, medical directives, and any other documents. Everything is brought up to date, being mindful of the client’s wishes. Once documents are finalized, an advisor will work with the client to store them electronically in a secure location available only to Raymond James clients.
It is important to have these documents in place and stored securely. In life, you can’t know what you won’t know. Be prepared with the team at Struble & Company with Raymond James. Along with naming a trusted contact, should an emergency arise, it allows the team the ability to communicate effectively. Stress levels are high during emergency situations, having a financial plan in place assures love ones they will have someone to whom they can turn.
Do you have a financial advisor who considers these intimate details? Let them help you create a plan that goes beyond retirement. Struble & Company with Raymond James are committed to being the first point of contact, and providing solutions throughout a lifetime and legacy.
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