Financial Planning

 

financial-planning-process-chart-big

S&P500
2419.38
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NASDAQ
6146.623
-100.527
-1.6092%
 
NYSE
11716.921
-41.94
-0.3567%
 
MMM
209.78
-2.83
-1.33%
 
AXP
83.08
+0.12
+0.14%
 
T
37.7
-0.45
-1.18%
 
BA
198.89
-1.09
-0.55%
 
CAT
103.93
-0.32
-0.31%
 
CVX
104.07
-0.07
-0.07%
 
CSCO
31.76
-0.48
-1.49%
 
KO
45.05
-0.38
-0.84%
 
DD
80.69
-0.47
-0.58%
 
XOM
81.11
-0.13
-0.16%
 
GE
27.21
-0.4
-1.45%
 
GS
220.28
-0.16
-0.07%
 
HD
152.24
+0.82
+0.54%
 
INTC
33.65
-0.42
-1.23%
 
IBM
154.75
-0.48
-0.31%
 
JNJ
135.01
-1.33
-0.98%
 
JPM
88.05
+0.81
+0.93%
 
MCD
153.72
-0.24
-0.16%
 
MRK
65.54
-0.38
-0.58%
 
MSFT
69.21
-1.32
-1.87%
 
NKE
52.95
-0.33
-0.62%
 
PFE
33.77
-0.27
-0.79%
 
PG
88.61
-0.75
-0.84%
 
TRV
127.38
-0.57
-0.45%
 
UNH
184.6
-0.52
-0.28%
 
UTX
121.59
-0.28
-0.23%
 
VZ
44.84
-0.91
-1.99%
 
V
94.9
-0.32
-0.34%
 
WMT
76.01
+0.51
+0.68%
 
DIS
105.41
-0.16
-0.15%
 
S&P500
2419.38
-19.69
-0.81%
 
NASDAQ
6146.623
-100.527
-1.6092%
 
NYSE
11716.921
-41.94
-0.3567%
 
MMM
209.78
-2.83
-1.33%
 
AXP
83.08
+0.12
+0.14%
 
T
37.7
-0.45
-1.18%
 
BA
198.89
-1.09
-0.55%
 
CAT
103.93
-0.32
-0.31%
 
CVX
104.07
-0.07
-0.07%
 
CSCO
31.76
-0.48
-1.49%
 
KO
45.05
-0.38
-0.84%
 
DD
80.69
-0.47
-0.58%
 
XOM
81.11
-0.13
-0.16%
 
GE
27.21
-0.4
-1.45%
 
GS
220.28
-0.16
-0.07%
 
HD
152.24
+0.82
+0.54%
 
INTC
33.65
-0.42
-1.23%
 
IBM
154.75
-0.48
-0.31%
 
JNJ
135.01
-1.33
-0.98%
 
JPM
88.05
+0.81
+0.93%
 
MCD
153.72
-0.24
-0.16%
 
MRK
65.54
-0.38
-0.58%
 
MSFT
69.21
-1.32
-1.87%
 
NKE
52.95
-0.33
-0.62%
 
PFE
33.77
-0.27
-0.79%
 
PG
88.61
-0.75
-0.84%
 
TRV
127.38
-0.57
-0.45%
 
UNH
184.6
-0.52
-0.28%
 
UTX
121.59
-0.28
-0.23%
 
VZ
44.84
-0.91
-1.99%
 
V
94.9
-0.32
-0.34%
 
WMT
76.01
+0.51
+0.68%
 
DIS
105.41
-0.16
-0.15%
 

Financial planning is extremely important in the planning for your future. Most people rely on the local bank or investment representative to provide the financial planning. However, while normally this may not include a fee the advice that your receive is slanted to benefit the bank or investment representative in the selling of the highest commission investments.

Our financial planning is fee based meaning that we use our vast knowledge and information to make sure that you receive the financial planning that you need to plan for your present and future financial needs.

Not only to we provide un-bias, in-depth financial plan we also continue to monitor your success with updates and additional reviews to ensure that your financial planning continues to move in the right direction – taking in consideration the ever changes markets and investments.

Call our office at 604-463-8202 or 1-800-667-9254 and we will start with an initial meeting to get you started on a financial future that has your interests as the top priority.

You can also complete the contact information form or even click on the “chat with us” button at the bottom of this screen.