Our Process
Our Process is Your Path to Financial Confidence
We believe everyone deserves to understand how today's financial decisions shape their future. Our time-tested process helps you move from financial uncertainty to lasting reassurance.
Explore
Understanding What Matters Most
We begin by analyzing your current financial well-being, focusing on what's most important to you and your family. Our goal is to understand your unique wants and needs so we can develop strategies that positively impact your future, your family, and your community.
We'll discuss:
- Retirement vision
- Legacy planning
- Charitable giving goals
- Long-term care needs
- Asset protection strategies
Build Your Foundation
Creating Your Financial Framework
With a clear understanding of your priorities, we leverage your financial building blocks to create a solid foundation.
Our expertise helps develop tailored strategies that align with your goals through:
- Strategic budgeting
- Debt optimization
- Drawdown planning
- Strategic contributions
- Life insurance analysis
- Investment portfolio design
Drive Impact
Maintaining Your Progress
As you and your family evolve, so do your needs. We will review the progress of your plan relative to your defined objectives and suggest any changes where needed.
Our ongoing partnership includes:
- Roth conversion opportunities
- Tax efficiency strategies
- Market protection planning
- Donor-advised fund management
- Social Security optimization
Consider Us Your Dedicated Financial Team
Let us handle all the details so you can focus on what matters most. We will conduct reviews scheduled at your desired frequency to track the progress of your plan relative to your defined objectives and suggest any changes where needed. Our comprehensive planning approach and ongoing communication ensure you always know where you stand. This isn’t just about managing money - it’s about building a lifetime partnership focused on your financial success.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Past performance is not a guarantee of future results. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Donors are urged to consult their attorneys, accoutnants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes. To learn more about the potential risks and benefits of Donor Advised Funds, please contact us.
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Partner With a Team That Puts You First
Stop wondering if you're making the right financial moves. Get the guidance you deserve.
A trusted partner for your entire family.
Stop wondering if you're making the right financial moves. Get the guidance you deserve.
Mon - Thurs 8AM - 4:30PM
Fri 8AM - 3PM
Appointments available outside of office hours by request.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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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.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website of the collection or use of information regarding any website's users and/or members. Testimonials may no longer be applicable or from current clients. No compensation was paid in exchange for testimonials, they were not solicited by the advisor and clients consented to use of this testimonial in the advisor’s advertisements. These testimonials are not representative of all client’s experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.
Securities offered through Raymond James Financial Service, Inc., member FINRA/SIPC, marketed as JP Schulte Wealth Advisors. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. JP Schulte Wealth Advisors is separately owned and operated and not independently registered as a broker-dealer or investment adviser.