Looking for Advice on Your Investments? We're Here to Help!
Members of employer retirement plans managed by our office have access to our in-house "Essentials" program. This program includes financial advice on your existing employer plan investments, as well as access to our sister company's personal planning and product lines. More information on our sister company, Financial Services Group, can be found here - www.FinancialServicesGroup.net
If you are retiring soon or have already retired, please visit our Retiree page for more information.
Essentials Program Details
We have a dedicated team of advisors and support staff that work with clients who have a specific need or goal and/or require a simplified wealth management and financial planning approach. Typically, these clients fall into one of a few categories:
- Saving towards retirement or their investment goals, with regular monthly contributions.
- Retirees leaving their work savings plan, typically from an Employer Group Retirement Plan managed by our firm.
- Clients with singular product needs such as Life Insurance, GIC’s or simple investment accounts.
These clients work with our team of staff advisors utilizing a variety of methods, including our in-house planning model, needs analysis tools or goals-based planning projections. An essentials advisor will always be available during business hours to answer questions or concerns.
Book a session with a team member by clicking here.