Advanced Planning Wealth Management Group With Raymond James

At the Advanced Planning Wealth Management Group, our mission, and passion, is to bring only the highest level of Pension Maximization and Financial Planning Strategies to all Federal Government Agency employees and retirees. When working with clients, the Advanced Planning Wealth Management Team of professionals, incorporates a comprehensive approach to retirement planning; based on their proficient knowledge in the Federal Employee Retirement Benefits space. These proven planning techniques are used by the Advanced Planning Wealth Management team to create an Individualized Retirement Plan, tailored to each of our valued client’s unique needs and retirement income goals. To this end, it is our sincere goal and unwavering objective to take our clients retirement personally by only making those recommendations, that we ourselves, would be willing to accept if we were in our client position; which is the Golden Rule that drives our practice. 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. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Advanced Planning Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm