As you can see, there are a number of products and strategies to consider when it comes to achieving financial security. Most people have something in place, but very few have a comprehensive strategy to achieve all these things. If you are one of the lucky ones that are completely on track, you are to be congratulated! Still, another opinion may make sense.
I provide independent financial advice to ensure that every financial solution I prepare for a client is based on unbiased research. I value a client’s trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve that trust. My primary goal is to help provide financial security by focusing on all needs.
So you will not need your cheque book when you visit with me, as I am not going to ask you for it! I never allow a client to implement any solutions the first time we meet. It’s a process that begins at whether or not we even want to work together.