Managing your investments means making sure they're aligned with your goals.

We’ll design your investment portfolio based on your specific circumstances and objectives. By sitting down with you, we can assess your risk tolerance, goals and current financial situation. Working together, we will develop a financial plan and determine a long-term strategic asset allocation best suited for you, using diversification and dollar cost averaging to help minimize market risk and generate income for your retirement.

 

 

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.

Dollar cost averaging does not assure a profit and does not protect against loss. It involves continuous investment regardless of fluctuating price levels of such securities. Investors should consider their financial ability to continue purchases through periods of low price levels.


Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Jerry K. Ask Investment Services is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James is not affiliated with KGYM Radio. 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 our office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC Privacy Notice