By educating people to be organized and intentional with spending, paying off all debts, and investing wisely for their future, we walk together with our clients to build wealth that lasts for generations.
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.
Your retirement strategy is a direct reflection of your future. It should account for your current situation, your long-term dreams, and your ongoing needs. At Bishop Wealth Planning, we create plans based on two key aspects of financial security: Asset Protection and Wealth Creation. When your retirement plan focuses on these key areas, you will have financial security throughout life - not only for yourself, but for your loved ones. If the unthinkable happens - whether that be a disability, critical illness, or death - your plan should provide income replacement and asset protection. It must also incorporate solid, tax efficient strategies that enhance your overall wealth portfolio. Let's work together to define your goals, anticipate milestones, and plan for the long-term protection and growth of your nest egg.
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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Toledo, OH area, Parker T Wall will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Chris Cooper, CFP®, is a California Licensed Professional Fiduciary. As a professional fiduciary, he works with seniors, disabled persons and other individuals who can't manage their affairs on their own. A fiduciary, regardless of whether you are a lay person, such as a family member, or a professional, such as Chris, is responsible for managing the care, the safety, and the general wellbeing of the person for which they are responsible, as well as the management of his/her assets. As a trustee, a fiduciary is responsible for carrying out the terms of the trust and managing the trust assets. He or she is appointed by an individual or court to assume a position of trust and responsibility. As a conservator, the fiduciary is responsible for managing the estate and personal affairs of an individual who had been legally determined to be physically or mentally incapacitated.
