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What you want in
a Certified

Financial Planner
.
Brian Weatherdon MA, CFP, CLU, CPCA, MDRT
Author, Speaker, Certified Fin...
Why you want a financial planner
•
•
•
•
•
•
•

Solve problems:
Relieve worries:
Parents’ needs:
Children/family:
Fraud, s...
Life stages . . .
• Earlier stages of getting married, establishing
home and family, insuring risks/hazards.
• Middle stag...
To secure our future . . .
• Your work and effort will be rewarded
• Proven principles to reduce risks & hazards
• Process...
For your family . . .
•
•
•
•
•
•

Guiding you today and to next stages
How do you see the future? ...when? ...what?
Who i...
In family business ...
•
•
•
•
•
•

Financial & wealth strategies in your business
Considering sale, succession, transitio...
With your Pension . . .
•
•
•
•
•
•

Aligning with your personal lifestyle goals
Indentify risks of underfunded pensions
R...
In a world of Fraud and Selfishness
• Designations: evidence of training and experience.
Not necessarily a guarantee of co...
Coach and Counsel for Life ...
• Trust and friendship develop where heartfelt
discussions touch Wealth and the Future to
a...
Results of Certified Financial Planning
• People who plan get results that are the envy
of people who fail to plan.
• More...
Results of Certified Financial Planning
• What are the results you need and want? How
long must these results last? How wi...
Reach me for an opening
consultation on the power of
Certified Financial Planning
to secure your Wealth & Life

Brian Weat...
Closing comments . . . .
• Stories in this wider series express ways to preserve value and
secure decisions in business, p...
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What you want in a Financial Planner / Advisor

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How to choose a financial planner / advisor, and the Value you get with a certified professional to reach and secure your personal life-goals, family security, business and wealth development, retirement income, and family estate. <> Avoid and reduce risks of fraud, investment losses, wealth hazards, and missing the life and comfort you need. <> References to stewardship, integrity, aligning your wealth to achieve personal life goals, ....and reference to additional resources.

Published in: Economy & Finance, Business
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What you want in a Financial Planner / Advisor

  1. 1. What you want in a Certified Financial Planner . Brian Weatherdon MA, CFP, CLU, CPCA, MDRT Author, Speaker, Certified Financial Planner. Aligning your Wealth & Life to overcome fears and secure your income, lifestyle, & comfort to age 105
  2. 2. Why you want a financial planner • • • • • • • Solve problems: Relieve worries: Parents’ needs: Children/family: Fraud, setbacks: Risks, losses: Life changes: (debts, uncertainty, financial loss) (will I have enough, or run short?) (will I work to 80 supporting them?) (will they be safely independent?) (who can protect me?) (who can protect me?) (marriage, divorce, widowhood, retirement, selling business, thriving through senior years)
  3. 3. Life stages . . . • Earlier stages of getting married, establishing home and family, insuring risks/hazards. • Middle stages of reducing debt, accelerating wealth, starting to ‘practice future dreams’, ensuring children & parents will be secure. • Retirement & senior years, enjoying life and preserving wealth – feeling comfortable, independent, and secure!
  4. 4. To secure our future . . . • Your work and effort will be rewarded • Proven principles to reduce risks & hazards • Processes to say, you’ll never run out of money • Build wealth and assure lifelong results • Achieve the lifestyle of your dreams • Sustain freedom, secure independence.
  5. 5. For your family . . . • • • • • • Guiding you today and to next stages How do you see the future? ...when? ...what? Who is dependent on you: parents, children? Is there illness or are special needs involved? Assuring your comfort & security always... Value for your family estate...
  6. 6. In family business ... • • • • • • Financial & wealth strategies in your business Considering sale, succession, transitions... Mentoring/training successors in business Separating yourself with “mini-retirements” Business valuation and purifying for sale Strategic wealth planning in your business • See Exit Strategies for Business (also available in video) http://guaranteedincome4life.ca/blog/exit-strategies-for-business/
  7. 7. With your Pension . . . • • • • • • Aligning with your personal lifestyle goals Indentify risks of underfunded pensions Reduce risks if privatizing your pension Fixed allowance versus Flexible for Life? A pension asset vs. personal & family asset? Pensions: Lifestyle, Health, Estate values... • See Exit Strategies from a Pension for the Life You Choose (also in video) http://guaranteedincome4life.ca/blog/exit-strategies-from-a-pension/
  8. 8. In a world of Fraud and Selfishness • Designations: evidence of training and experience. Not necessarily a guarantee of common sense and ethical integrity. • Friends’ recommendations: a source of trust, yet Bernie Madoff, Earl Jones, and each week’s news prove fraud can spread among friends. • Weigh planners’ designations, report of friends or other trusted advisors, and an internet search to confirm service, integrity and stewardship.
  9. 9. Coach and Counsel for Life ... • Trust and friendship develop where heartfelt discussions touch Wealth and the Future to achieve and secure Life’s Dreams. • Member of your trusted Stewardship Team which depending on your needs can include your legal, accounting, tax advisors ...and more. • See Financial Stewardship for Life and Estate http://guaranteedincome4life.ca/resources/value-of-financial-stewardship/
  10. 10. Results of Certified Financial Planning • People who plan get results that are the envy of people who fail to plan. • More than doubling the resources people bring into their retirement or estate. • Secures wealth and life-income where others too soon run out of $$ in their 70s, early 80s.  
  11. 11. Results of Certified Financial Planning • What are the results you need and want? How long must these results last? How will your life look and feel when you have these results? • What is most vital for you in choosing a financial planner? How will you judge their experience and ability to serve you? Who and where will you seek to find this steward for your life’s dreams and ongoing wealth?
  12. 12. Reach me for an opening consultation on the power of Certified Financial Planning to secure your Wealth & Life Brian Weatherdon MA, CFP, CLU, CPCA, MDRT Brian@SovereignWealth.ca 905-637-3500 x 223 Aligning your Wealth & Life to overcome fears and secure your income, lifestyle, & comfort to age 105
  13. 13. Closing comments . . . . • Stories in this wider series express ways to preserve value and secure decisions in business, pension, & savings, and attain results for personal security, life income, and family estate. • Reach me directly to speak together in person. Further information & resources also at www.GuaranteedIncome4Life.ca • You’ll also want to get “A Lifetime Of Wealth -- And How Not To Lose It” ... 5-star rated and highly endorsed, from Amazon, Kindle, and local bookstores. Peak inside at www.Amazon.com.  Brian Weatherdon MA, CFP, CLU, CPCA, MDRT Brian@SovereignWealth.ca 905-637-3500 x 223 

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