Financial Advice

1. Financial Advice

2. Why work with an Advisor?
An advisor can help you determine where you are
today financially and where you want to go.
An advisor can provide you guidance on how to reach
your short, medium and long term financial goals.

3. 3
Why work with a Financial Advisor?
Worry less
about
money and
gain control.
Organize
your
finances.
Prioritize
your goals.
Focus on
the big
picture.
Save money
to reach
your goals.

4. What can a Financial Advisor help you with?
Cash Management Tax Planning Investments
Estate Health Insurance Insurance
ProtectionAccumulation

5. How do you start?
Develop & present
strategies & solutions to
achieve goals
Gather information about
current financial situation &
goals including lifestyle goals.
Analyze & evaluate current
financial status.
Establish & define the
financial advisor-client
relationship.
Implement recommendations.
Monitor & review
recommendations.
Adjust if necessary.

6. How to get started on working with us.
• Talk to us about helping you
get your finances in order so
you can achieve your lifestyle
and financial goals.
• Feel confident in knowing you
have a reliable and sound
advice to get to your goals.