Mission Statement

We believe that a consultative approach in which we truly understand our clients' goals and dreams provides the best opportunity for our clients' success. Our goal with the financial planning process is to free your time and ease your mind, so that you may enjoy the finer pursuits of life and focus on your core mission.

John K. Bahr's team at Raymond James & Associates provides financial planning solutions for four distinct groups of clients. We advise young families who are in the accumulation and college planning stages on the basics of a sound financial plan. We have a great deal of experience helping those over age 50 with issues relating to pre-retirement planning, post-retirement issues, and estate planning.We work with nonprofits and their boards on planned giving education and drafting investment policy statements for their endowments and we help small business owners to customize appropriate retirement and estate plans for their businesses.

If you would like a copy of this brochure please click on the image below and complete the contact us form.

 

If you would like to order a copy of John's cd click on the image below to read more about the cd click here

John Bahr
WMS
First Vice President, Investments

249 East NC Hwy 54
Suite 300
Durham, NC 27713
Phone: 919-493-6043
Fax: 919-493-6281
Toll-Free: 888-228-0931
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