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        (601) 487-6231Visit WebsiteMap & Directions1091 Lake Village CirBrandon, MS 39047

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        LIFE WELL PLANNED.

        General Info
        Planning and investing for your future, your family or your business doesn't have to be complicated, especially when you have someone you trust and who has taken the time to get to know you and your specific situation helping guide you along the way. From determining your investment timeframe to understanding your tolerance for risk. From buying your first home to taking steps to safeguard your retirement. The right financial advisor can help you identify the questions, determine the answers and ultimately reach the solutions that are right for you. Why is a personalized financial plan so important? In today's financial markets, change remains the only constant. And as life expectancies increase, healthcare costs continue to rise, and uncertainty about the future of Social Security and personal retirement portfolios persists, coping with that change becomes increasingly difficult. Against this backdrop of change and uncertainty, a financial plan that is tailored to your specific needs is more important than ever. While many people may have the same types of goals, whether leaving a legacy to a favorite charity or living a comfortable retirement, the path toward achieving those objectives may vary dramatically from person to person. In addition a well-crafted financial plan not only looks to the future, but balances your current needs and objectives with your income and expenditures. It provides you with a buffer against the unexpected, and possesses the flexibility to evolve and grow as your life and goals change. Individual Solutions. We have helped many clients develop plans in the areas of investment planning, retirement planning, education funding and wealth transfer. We also help business owners find retirement plan solutions for themselves and their employees.By being completely independent, our allegiance is with you, the client and not with any particular product - We do not represent any proprietary funds or products. Rather, through Raymond James, we have access to thousands of Mutual Funds, Stocks, Corporate and Municipal Bonds, Unit Investment Trusts, Certificates of Deposits, College Savings Plans, 401(k) providers, several Private Money Managers, and thousands of quality Insurance Products. Retirement Solutions- Regardless of where you are in your career or in your life, you need a retirement plan you can count on. Legacy and Estate Solutions- Effective legacy and estate planning requires the right vehicles. Contact us today. We can help.
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        Toll Free Fax: (888) 321-5801

        Services/Products
        Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through Raymond James investors are offered an extensive array of investment alternatives and services. Equities and Related Investments- Common and Preferred Stocks Fixed Income Resources- Municipal Bonds, Taxable Bonds, Closed-End Funds, Money Market Funds, Unit Investment Trusts Insurance- Fixed and Variable Annuities, Life, Disability, and Long-Term Care Insurance Cash Management and Banking Services- Raymond James Bank* Capital Access Account, Certificates of Deposit (CDs), Raymond James Visa Signature Credit Card Investment and Advisory Services - Individual Financial Planning, College Planning, Estate Planning, Trust Services, Charitable Endowment Fund Retirement Planning- Individual Retirement Accounts (IRAs). ROTH IRAs Business Retirement Planning- 401(k), SIMPLE IRAs, SEP IRAs Managed Accounts- Asset Management Services, Raymond James Consulting Services, Freedom, Passport, & Ambassador Investment Accounts
        Location
        From Lakeland Drive go north on Grants Ferry Road one mile. We're on the left at Lake Village Circle. From Old Fannin Road go east 1.7 miles on Spillway Road turn right on Grants Ferry Road. We're on the right at Lake Village Circle.
        Amenities
        Whether you're looking to start a portfolio or review an existing one, we can help you set a course for your individual goals. Learn how to put your money to work for you to make the most of life. Contact us today for a complimentary consultation.
        Accreditation

        Member FINRA/ SIPC

        Associations
        We are proud members of the Rankin County Chamber of Commerce, The Flowood Chamber of Commerce, and the Flowood Rotary Club.
        AKA

        Robert A. Dienelt

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        LIFE WELL PLANNED.

        Categories
        Financial Planners, Financial Planning Consultants, Financial Services, Retirement Planning Services, Stock & Bond Brokers

        Details

        Phone: (601) 487-6231

        Address: 1091 Lake Village Cir, Brandon, MS 39047

        Website: LIFE WELL PLANNED.

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