Second-guessing your investment portfolio or retirement plan? It may be time for a second opinion.
Increasingly, our clients are asking us if we can sit down with a friend, neighbour, colleague or family member to review their investment portfolio or retirement plan. They often want an objective second opinion to make sure they are on track. Or, they are actively seeking a new advisor and would like to know more about how we are different.
Our complimentary four-step process is designed to determine if your current strategy is properly structured to achieve your goals. No obligation. Just peace of mind.
Step 1: We listen to you
Before we look at your current financial situation, we ask questions and carefully listen as you explain your financial goals, and the specifics of your unique, individual situation.
Step 2: Comprehensive analysis
We analyze your current holdings by blending your investment objectives with our knowledge of current market conditions. We review your retirement plan looking at all of the assumptions and we ask questions like: Is your asset allocation appropriate? Are there outstanding tax-saving opportunities? Is this risk level suitable for you? What does retirement look like to you? How have your determined your retirement expenses?
Step 3: Create an investment and retirement plan
Knowing that the best way to achieve success is through a disciplined approach to portfolio management, we recommend an appropriate asset allocation strategy for you. We then create an initial retirement plan to assess your ability to achieve your goals.
Step 4: Bring it all together
We compare the results of our analysis to the criteria you outlined at our first meeting. You receive a thorough report of your current situation and one of two things: Confidence that your current plans are appropriate, or the knowledge of what changes you can make to improve it.
Take the next step toward financial peace of mind. Contact a member of our team today.
