Robertson Advisory

Raymond James is a global financial services firm based in Daytona Beach, FL, offering trusted advice and tailored sophisticated strategies for individuals and institutions. Their advisors focus on understanding each client's unique complexities to provide personalized financial planning and investment solutions. The firm's commitment to corporate responsibility is evident through its sustainable initiatives, backed by a team of specialists in various fields. Raymond James strives to work responsibly while delivering top-notch financial services to its clients. Generated from the website

Financial planning is a big topic. It is important to know what concepts, techniques and solutions best fit your personal situation. Most people have no idea of where to begin and often make a plan by adding things that can counter the effectiveness of decisions they have made or will make later. While we cannot change the past, we can put you on a path to a better future. What does the future look like? Will you be working? Will you be downsizing a home? Will you need to turn investments into income? Organizing your financial life doesn t have to be overwhelming. Our clients find that with their financial plan in order, they can think more clearly about the future and make better decisions, allowing them to be free to enjoy life.