Getting Started

What is your investment strategy? This is normally our first question, and frequently the client response is one of confusion, because few people have a discernible strategy. Your basic strategy should be simple enough to repeat in a few sentences and easily explained to a friend or family member. It is difficult to imagine any important endeavor in life that is undertaken without a meaningful plan; not to mention something as important as your financial future. Now is the time to take control of your investment planning and come in for an in-person meeting.

Step 1. Call or click below to e-mail us for a free consultation
Step 2. Gather your most recent statements for our first meeting
Step 3. Use the “What do I need to bring to the meeting?” link below for help
Step 4. Use the “How do I get there?” link below for maps and directions
Step 5. We will confirm your meeting with a call from one of our financial advisors
Office Hours: 8:30-5:00 p.m. Monday-Friday
(850) 435-3708 Shane, (850) 470-2915 Damon, e-mail me: shane.francis@stifel.com

What do I need to bring to the meeting?

How do I get to your office?