THE NEWA DIFFERENCE

Our clients sometimes refer to CFP® professional Don Roy as their “financial behaviorist” because he does more than buy, sell, and give advice. Recognizing that even the best laid plans can require a level of commitment that is hard to maintain, he has been a keen observer of what tends to derail people in pursuit of their goals:

  1. Confusion
  2. Inexperience
  3. Distraction
  4. Fear

 

This is why he is committed to helping you:

  • Gain clarity and confidence by simplifying language, bridging knowledge gaps, and breaking complex processes into a few essential steps that are easy to follow. Operating on the “So what?” principle, he’ll distill the information you need into its most usable form so you always know why it matters and what to do with it.

  • Take advantage of opportunities to create wealth that you may not have seen, understood, or known how to capitalize on; navigate regulatory and tax environments so you can keep more of the wealth you create; and income plan so you can enjoy it over the course of a lifetime.

  • Focus your attention on what matters most and tune out distractions such as sensationalized events, fads, or the opinions of media pundits and acquaintances whose goals, priorities, and context differ from your own.

  • Make financial decisions that are in your rational self-interest by acting on long-range, full-context judgments rather than fleeting emotions and fight-or-flight responses based on fear of the downside, or of missing out on the upside, of investing.

 

Best of all, Don is able to operate at this high level because he has developed an intimate team of Personal Service Representatives who can handle your administrative questions, concerns, and transactions quickly and competently.

The result? NEWA offers unparalleled customer service at both advisory and administrative levels.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

 *Raymond James does not offer tax or legal advice or services. You should discuss any tax or legal matters with the appropriate professional.