Here at Raymond Wealth Management, we take a personalized, solution-oriented approach to financial planning. Our process begins with an in-depth, open and honest conversation with you to discover your deep-seated values. We want to understand what’s most important to you in life so we can help guide your wealth management strategies and solutions to align with and support those values.
To deliver effective, personalized solutions, we first have to define the “problem”. Your personal financial advisor will work with you one-on-one to help you identify your big dreams, then clarify and prioritize your needs, goals and specific milestones and objectives. Based on this information, we can begin shaping solutions designed to help you pursue the life you desire for the short, intermediate and long term.
In an effort to further tailor our customized solutions, we’ll help you conduct a thorough analysis of your current financial situation. Understanding where you are today will help us put you on the road to where you want to be tomorrow. At this stage, most clients share statements, insurance plans, wills, trusts, and a complete picture of current assets and liabilities. The more information you share with us, the more customized your financial roadmap will be.
Life moves fast, and your financial needs will change along the way. We're here to help members of the working class and their families find effective financial solutions for all their current and future goals.
Your values, goals, and circumstances are unique to you, so a one-size-fits-all financial plan simply can’t deliver maximized results. Our solution-oriented approach helps enable us to develop customized plans for our unique clients. But we’ll also be there to help you implement your plan, monitor progress toward your goals and help you make adjustments. At Raymond Wealth Management, we deliver more than a financial plan; we deliver dynamic financial solutions for life.
We offer a variety of financial and retirement planning, investment and wealth management services. We specialize in helping Unions and their members make informed decisions concerning their pension plans.
Here at Raymond Wealth Management, we are a team of helpful, accessible financial professionals dedicated to helping union members understand and harness the potential of their pension plans and retirement assets.
Ready to get started? The Raymond Wealth Management team is ready to help you plan with confidence toward your ideal retirement. Contact our MA office today to set up your initial consultation with a financial advisor.