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What exactly does this company do?We provide Financial Consultations and assist individuals with the implementation of solid and sustainable Financial Plans- inclusive of: Insurance and Investment Advising, Retirement Planning, Budgeting, Net worth tracking, Goal setting and tracking, Debt management and Financial Therapy.
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Are you affiliated with an insurance company?Yes. As a licensed intermediary for The Guardian Group, we can legally offer the products and services that are available from this Company. *However, it should be noted that we have an independent partnership with that company and our fiduciary responsibility extends to providing all our clients with the most ethical and sound advice even if that means recommending something from another organization.
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What is the cost of your service?There is no cost for meeting with us or for us to host a seminar but there is a cost if we don't meet. It could mean that you miss out on a timely opportunity. So, be sure to book an appointment for your obligation-free consultation.
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So how do you get paid?That's a great question! We get paid when you implement the financial plan that is designed by you and one of our trusted Advisors. Specifically, Guardian Group provides compesation to our company when you have agreed to incorporate one or more of their products and/or services into your financial plan.
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How do I become a client?We have an initial consultation to discuss your financial goals and review what you aleready have in place. Thereafter, we work together to design the best financial plan to fit your needs. Upon agreeing to implement the financial plan and submitting all the routine documents-you will officially become our client.
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How often do you see your clients?New clients are seen once a month for the first 3 months. Thereafter, routine portfolio reviews are conducted either every 3/6 months, based on the client's preference. *Please note, the client always has the option-should they need it- to schedule an ad hoc meeting, which will be facilitated at the soonest available date.
Services Offered
Financial Consultation
Expert Guidance
Even the smallest investment into your future goes a long way. Let's have an obligation-free discussion where we collaborate to design the best financial plan for you.
Financial Seminar
The Path to Success
This service is tailored for your group and entails an introductory discussion on the importance of financial planning and money management. Facilitated by extremely competent and highly successful Financial Advisors.
Portfolio Review
A Comprehensive Approach
As life changes, your financial needs also transform. It is important that you review your financial portfolio periodically. This is an opportunity for you to review your financial position with a trained and licensed Financial Advisor, who will provide you with sound recommendations.
Client Servicing
Continued Support
Scheduled meetings can be requested when Financial Advising is needed outside of the other services. This is a perk of being our client...you get preferential treatment. Work with your Advisor to gain perspective on important financial decisions. Additionally, meetings would be provided every 3/6 months (based on your preference) to conduct a thorough review.
Why meet with us?
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What exactly does this company do?We provide Financial Consultations and assist individuals with the implementation of solid and sustainable Financial Plans- inclusive of: Insurance and Investment Advising, Retirement Planning, Budgeting, Net worth tracking, Goal setting and tracking, Debt management and Financial Therapy.
-
Are you affiliated with an insurance company?Yes. As a licensed intermediary for The Guardian Group, we can legally offer the products and services that are available from this Company. *However, it should be noted that we have an independent partnership with that company and our fiduciary responsibility extends to providing all our clients with the most ethical and sound advice even if that means recommending something from another organization.
-
What is the cost of your service?There is no cost for meeting with us or for us to host a seminar but there is a cost if we don't meet. It could mean that you miss out on a timely opportunity. So, be sure to book an appointment for your obligation-free consultation.
-
So how do you get paid?That's a great question! We get paid when you implement the financial plan that is designed by you and one of our trusted Advisors. Specifically, Guardian Group provides compesation to our company when you have agreed to incorporate one or more of their products and/or services into your financial plan.
-
How do I become a client?We have an initial consultation to discuss your financial goals and review what you aleready have in place. Thereafter, we work together to design the best financial plan to fit your needs. Upon agreeing to implement the financial plan and submitting all the routine documents-you will officially become our client.
-
How often do you see your clients?New clients are seen once a month for the first 3 months. Thereafter, routine portfolio reviews are conducted either every 3/6 months, based on the client's preference. *Please note, the client always has the option-should they need it- to schedule an ad hoc meeting, which will be facilitated at the soonest available date.