A Comprehensive Financial Plan helps organize the pieces of your financial picture. A sound financial plan can often be more important than a lifetime of work. Your goals and objectives are the foundation for developing a Comprehensive Financial Plan. Several steps are involved in this process. |
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Creating and implementing a comprehensive financial plan will keep you focused on your goals and what is needed to obtain them. It generally involves working with a financial professional. At Peoples Financial Advisors we have access to state-of-the-art financial planning tools to assist with the development of a comprehensive financial plan. We work with you and any other members of your financial team, such as accountants, attorneys, insurance professionals and investment representatives to help you develop a plan that suits your unique situation. Once the plan is created we will periodically meet to monitor and update the plan and chart your progress toward your established goal(s). If you believe you would benefit from a Comprehensive Financial Plan or would like to learn more, click on the link below. |
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Peoples Financial Advisors is a division of Peoples Bank, National Association. Peoples Bank and it's affiliates are independent of RJFS.
OSJ:138 Putnam Street, Marietta, Ohio 45750 * Phone (877) 376-7576 * Fax (740) 376-7112 * Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, www.finra.org and www.sipc.org, an independent broker/dealer * Insurance products offered through Peoples Insurance Agency, Inc. * NOT FDIC Insured * NOT GUARANTEED by Peoples Bank * Subject to risk and may lose value.
Trust, Estate and Investment Management Services offered through Peoples Asset Management.
Each account custodied by Raymond James & Associates is protected for the net equity of the client's securities and cash positions.
Raymond James & Associates is a member of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $100,000 for claims for cash). An explanatory brochure is available upon request or at sipc.org or by calling (202) 371-8300.
Raymond James has purchased excess SIPC coverage through various syndicates of Lloyd's, a London-based firm. Excess SIPC is fully protected by the Lloyd's trust funds and Lloyd's Central Fund. The additional protection currently provided has an aggregate firm limit of $750 million, including a sub-limit of $1.9 million per customer for cash above basic SIPC for the wrongful abstraction of customer funds.
Account protection applies when a SIPC-member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against market fluctuations.
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.
Are Not FDIC Insured |
May Lose Value |
Are Not Bank Guaranteed |
Not a Deposit |