You are busy balancing a family life with a demanding business or professional career. There’s little time to focus on the financial decisions that will help us to live well during our retirement.
Devries Financial Group doesn’t just manage money. We manage lives.
We listen to you. Then we take great care to build and protect your wealth, minimize taxes and position your family to enjoy the benefits of your hard-earned wealth.
Devries Financial Group offers you trusted financial leadership. Our absolute dedication to our clients means that we look at all aspects of your financial planning, and take into account the needs and wishes of those who matter most to you in the long term. With our guidance on essential financial decisions, you will have the confidence to achieve all of your important milestones.
Our reputation is defined by the strength of our relationship with you.
Our thorough, integrated approach includes:
- Ensuring that your wills and power of attorney are updated and complete;
- A thorough review of all your insurances, including disability, critical illness, long term care and life insurance, as they form the cornerstone of your long-term financial plan;
- A complete review of your current financial position with the objective of assessing whether or not you are on track to meet your financial goals; and
- A full retirement and pension analysis with the objective of building a potentially guaranteed pension plan.
If you own a business by yourself or with partners, we ensure that you have a current shareholders agreement that reflects your wishes and those of your partner.
Follow the links below to some key areas of a complete financial plan.