The past few years have caused a lot of us to re-evaluate what is most important to us, and how that impacts our future. I believe that everyone deserves to be free from financial concern and to know that they have the resources to live the life they want, whether they’re planning for retirement or already enjoying it.
I can certainly empathize with people who don’t have that same peace of mind. I’d like to help in any way I can. To that end, here’s what I have to offer:
An unbiased opinion with no obligation, and at no cost, to help to ensure:
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Your wealth is properly protected.
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You are positioned to avoid common financial pitfalls & mistakes.
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You are properly prepared for the risks in retirement and that you will not outlive your money.
Feeling completely free of all financial stress and anxiety is exactly what I want for you. That is what I have endeavoured to provide my clients for over 30 years.
In our conversation, I will ask you to briefly outline your financial hopes and dreams – what your money is intended to do for you. If I think you are on the right track and your investments continue to be well-suited to your long-term goals, I will gladly tell you so.
If, on the other hand, I think some of your investments no longer fit with (or could even be detrimental to) your goals, I’ll explain why, and if you like, suggest suitable options. Managing wealth can be complex, but the solutions don’t have to be.
At times like this, when your retirement strategy may be in question, would it be worth 30 minutes of your time to have an experienced advisor review your plan to ensure there are no missed opportunities? Another set of eyes could help you feel more confident and worry-free in regards to your financial future.
Of course, there's never a commitment required with our second opinion. I want you to feel comfortable and confident in the people you work with. If that is not us, that is more than ok – we are still happy to help you in any way we can. If you're interested in learning more, please contact us directly below.
We look forward to hearing from you and thank you for your consideration.
