Reduce

your worry

What is your investment strategy?

Many of Dawn's full-service financial planning clients also see that value in utilizing her investment strategy is unique to each client. Unique, personalized strategies and solutions are quite uncommon in the big financial firms, where people can feel like a number.

Dawn keeps up with the changes in your life, as well as your goal and dreams. She's right by your side through the years, ready to review and revise your retirement plan when the need arises.

Dawn feels that your goals and your values should each play a role in choosing your investments. Whether you are looking at a strategy to help increase your retirement income, potentially reduce your burden, or choose socially responsible investments, we can tailor a strategy for you.

A registered investment advisor

Simple Solutions..........

Whether you are changing jobs, retiring or just ready to take the next step, Dawn and her staff can develop a conservative investment strategy designed to accomplish your goals and objectives. A simple but comprehensive solution is waiting for you.

Independent Advice..........

As an independently owned branch of Raymond James Financial Services, Inc., SFG is not tied to any particular investment company and can offer:

Brokerage and cash management accounts
Traditional and Roth IRAs
Assistance with retirement plan rollovers
College saving accounts

Your accounts are managed in a fee-based platform, with a commission based arrangement available for special situations. All members of the Starks Financial Group team are salaried employees and always make decisions with your best interests in mind.

Does your investment strategy complement your goals and values? Clients should periodically re-evaluate whether the use of an asset based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as a fee schedule, is available in the Starks Financial Group's Form ADV Part II as well as the client agreement.

Jennifer.Adams@RaymondJames.com