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                      Gulf Winds Federal Credit Union Phone: (850) 479.9601 Toll Free (800) 650.6328 Branches & Hours |
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A Division of Gulf Winds Federal Credit Union Offering Securities Through RAYMOND JAMES FINANCIAL SERVICES, INC. Member FINRA/SIPC Wherever you happen to be in life, Raymond James can help you fulfill your financial goals. The professionals at Raymond James have options for your financial future. From basic savings to long-term retirement savings, we offer smart ways to prepare you for whatever the future has in store. 
Our Mission To provide our clients with the comfort and confidence that they'll have the retirement they wish for. It is our goal to become the trusted advisor in all financial matters for our clients and their families. Our Process Through the process of comprehensive financial planning, together with you, we evaluate your financial situation and develop strategies to get you from where you are today, to where you want to be in the future. Our Financial Planning and Wealth Management Process Step 1: Understanding you and your expectations. We believe one of the keys to financial success is to clearly define your objectives, your financial needs and your tolerance for risk. We'll review not just your investments, but also your risk management, legacy and estate planning goals. Step 2: Developing a customized financial plan. Using information gathered on your personal needs and preferences, we'll design a plan that accomplishes the goals we've identified in a manner appropriate to your specific and unique requirements. Step 3: Adopting an Investment Policy and selecting the appropriate investment alternatives. We'll adopt an Investment policy, consistent with your needs and risk tolerance and I will recommend a combination of investment vehicles best suited to accomplish your goals and objectives. Step 4: Implementing the plan and bringing the team together. We'll implement your plan and initiate the investment process. If needed, we'll bring in your CPA and attorney to make sure all aspects of your plan are thoroughly coordinated to achieve your wishes. Step 5: Tracking your progress. This is just the beginning. We'll speak regularly to review your investments and discuss any changes to your situation and the economy and determine if any adjustments are necessary.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, an independent broker/dealer. Securities are Not NCUA insured, Not Guaranteed by Gulf Winds Federal Credit Union, subject to risk, and may lose value. This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states 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 very 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. |
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