CERNER
Helping Families Like Yours
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As a leading healthcare technology company, Cerner is fully committed to making healthcare safer and more efficient across the globe.
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At Financial Solutions, we're a financial advisory firm fully committed to embracing a holistic, goal-oriented approach to provide pragmatic advice about each phase and aspect of your life.
By clearly defining the short-term, mid-term and long-term milestones you hope to reach and the appropriate level of risk, we can help measure progress towards reaching your goals.
Benefits to Cerner Employees
We begin by simply getting to know you. By asking all the right questions and enjoying face-to-face conversations, we develop a deep understanding of your personal goals, current financial situation, investment experience and risk tolerance.
Only employees of Cerner can enjoy a 25% discount on a full financial plan for your family. This comprehensive plan will include:
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Stock Option Analysis
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Concentrated Position Review
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401k Risk Audit
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Asset Allocation
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Life and Long Term Care Insurance Needs
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College Funding
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And more...
Our Process
With a full understanding of your milestones, we begin designing a fully customized plan for your short- and long-term goals, whether it’s working towards a comfortable retirement, paying for a child’s education, purchasing a second home or just saving a bit more each month.
We present our recommendations to you, answer any questions, consider alternatives and outline the steps needed to implement your custom plan.
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If you're ready to join other Cerner associates and begin your journey to better financial planning, please contact us for an appointment to begin discussing your family's future.
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Raymond James is not affiliated with Cerner