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:
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.
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.
Raymond James is not affiliated with Cerner