 Financial Planner Clearwater Florida
Liza Campa-Flanagan, CFP™, CIMA, Registered Principal
Raymond James Financial Services, Inc., Member FINRA/SIPC
Most people envision their financial future in relation to the type of lifestyle they wish to have. Perhaps that may involve extensive traveling, a sports car, or a new yacht. Or, it may be to retire comfortably. Whatever those goals may be, Liza enjoys helping people design a plan to achieve their goals.
Raymond James advisors can help clients customize products and services to achieve specific goals and objectives. Raymond James provides its advisors with state of the art financial planning tools that include sophisticated approaches to asset allocation, as well as research in every major asset class, product, and many important areas of financial planning. Liza is focused on providing an integrated advice platform for all clients – offering investments and capital markets solutions, as well as a full range of trust, banking and credit services accessible through the Raymond James Bank FSB, and Raymond James Trust Company. Through Raymond James she can offer an array of investment alternatives and services equivalent to almost anything Wall Street has to offer.
Financial Planning Services
- Personalized review of goals, objectives, and risk tolerance
- Portfolio and insurance/annuity policy review including updating beneficiaries
- Help in designing or updating a written investment plan/Investment Policy Statement
- Security selection and asset allocation
- Important information and educational sessions
- Monitor progress and help with any needed changes
Specialty Services
- Cash management and cash flow budgeting
- College, financial, retirement, estate & investment planning
- Business continuation planning and employee benefit planning
- Risk management and long-term care planning
- High net worth and institutional investment plan consulting
Liza builds long-term relationships with her clients based on mutual respect and trust. She strives not only to meet her clients' expectations, but also to surpass them by providing personalized service, professional advice, extensive experience, and filling the role of educator.
Contact Liza Campa-Flanagan
Phone: (727) 585-1212
Email: liza.campaflanagan@raymondjames.com
Website: www.raymondjames.com/lizacampaflanagan
Thank you for visiting Raymond James Financial Services of Tampa Bay. |
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