720 Rugby St. Ste. 200
Orlando, FL 32804
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Orlando, FL 32804
First and foremost we ask questions to determine what you are looking to achieve out of working with our team. It’s important right out the gate that we discuss our process and determine whether you are a good fit for our team and, more importantly, whether we are a good fit for you.
The Leg Work – We consolidate and review the different aspects of your finances in order to provide you with a holistic overview of your financial situation. Once we understand your goals and your current financial situation we now have a foundation we can build upon. At this point we put our heads together and create a custom plan specific to your personal goals.
Provided we all agree with the recommendations we will set out to implement accordingly.
“The only constant is change.” We cannot set it and forget. Goals change, people change, markets change. We will get together regularly and continue to refine and reassess the plan.
We can help put you on the right track. Healthy financial habits if started early can make a big difference in the future.
Your life is in full swing. Don’t forget to focus on financial goals for yourself and your family both future and present.
Can you retire when you want AND still maintain your lifestyle? We can analyze options and help put you on track for retirement. We will run Social Security and Medicare analysis to determine your best options.
You’ve done it. You passed the finish line. We can analyze your current situation and make suggestions to help optimize your retirement.
At Keiron Partners, our team of advisors is focused like a laser on your financial future. They're experienced, effective, and local. We're not an 800-number and we're certainly not robo-advisors run by algortithms.
First and foremost we ask questions to determine what you are looking to achieve out of working with our team. It’s important right out the gate that we discuss our process and determine whether you are a good fit for our team and, more importantly, whether we are a good fit for you.
The Leg Work – We consolidate and review the different aspects of your finances in order to provide you with a holistic overview of your financial situation. Once we understand your goals and your current financial situation we now have a foundation we can build upon. At this point we put our heads together and create a custom plan specific to your personal goals.
Provided we all agree with the recommendations we will set out to implement accordingly.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Keiron Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
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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© 2020 Keiron Partners
