Building a Plan from Your Priorities
Being financially independent means having sufficient personal income to live, without needing to work actively for necessities. Our role is to help you arrive at the day when we both agree: You can now choose to work. It means a great deal to us to be part of this journey for our clients.
An important aspect of my practice is that we are independent advisors. This means that we are not obligated to sell any proprietary products and have the ability to choose from a wide variety of investment choices.
We always start our process with you, your priorities, and your questions; we build the plan and portfolio from there. In addition to investment management, we provide comprehensive investment and financial planning to help you effectively save for retirement or other large goals. We can also help you utilize tax planning strategies and transfer wealth.
Our process begins simply with a conversation, where we can begin to find out the details of your situation. We’ll discern your most important goals and concerns, and we’ll answer all your questions. You can reach out to us by phone or email to set up a complimentary consultation.
Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.
Meet Our Team
Learn more about each of the dedicated members of the Eric J. Shapiro Wealth Team.
Connect with Us
SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.
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