Financial Planning

 

financial-planning-process-chart-big

S&P500
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NASDAQ
6216.527
-5.388
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NYSE
11699.831
-12.885
-0.1100%
 
MMM
203.53
-1.82
-0.89%
 
AXP
85.38
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T
37.37
-0.23
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BA
235.77
+0.18
+0.08%
 
CAT
113.92
+0.78
+0.69%
 
CVX
106.48
+0.56
+0.53%
 
CSCO
30.37
-0.67
-2.16%
 
KO
45.67
-0.19
-0.41%
 
DD
81.18
+0.32
+0.40%
 
XOM
76.64
+0.38
+0.50%
 
GE
24.55
-0.2
-0.81%
 
GS
222.15
+0.73
+0.33%
 
HD
147.49
-2.18
-1.46%
 
INTC
35.01
-0.16
-0.45%
 
IBM
139.7
-1
-0.71%
 
JNJ
132.63
-0.41
-0.31%
 
JPM
90.74
+0.09
+0.10%
 
MCD
157.76
-0.13
-0.08%
 
MRK
61.49
-0.35
-0.57%
 
MSFT
72.49
+0.09
+0.12%
 
NKE
54.95
-2.51
-4.37%
 
PFE
32.67
-0.28
-0.85%
 
PG
92.47
+0.4
+0.43%
 
TRV
127.89
-0.3
-0.23%
 
UNH
190.82
-1.88
-0.98%
 
UTX
115.48
-0.62
-0.53%
 
VZ
47.69
-0.2
-0.42%
 
V
102.51
+0.35
+0.34%
 
WMT
79.31
-0.39
-0.49%
 
DIS
100.7
-0.68
-0.67%
 
S&P500
2425.55
-4.46
-0.18%
 
NASDAQ
6216.527
-5.388
-0.0866%
 
NYSE
11699.831
-12.885
-0.1100%
 
MMM
203.53
-1.82
-0.89%
 
AXP
85.38
-0.71
-0.82%
 
T
37.37
-0.23
-0.61%
 
BA
235.77
+0.18
+0.08%
 
CAT
113.92
+0.78
+0.69%
 
CVX
106.48
+0.56
+0.53%
 
CSCO
30.37
-0.67
-2.16%
 
KO
45.67
-0.19
-0.41%
 
DD
81.18
+0.32
+0.40%
 
XOM
76.64
+0.38
+0.50%
 
GE
24.55
-0.2
-0.81%
 
GS
222.15
+0.73
+0.33%
 
HD
147.49
-2.18
-1.46%
 
INTC
35.01
-0.16
-0.45%
 
IBM
139.7
-1
-0.71%
 
JNJ
132.63
-0.41
-0.31%
 
JPM
90.74
+0.09
+0.10%
 
MCD
157.76
-0.13
-0.08%
 
MRK
61.49
-0.35
-0.57%
 
MSFT
72.49
+0.09
+0.12%
 
NKE
54.95
-2.51
-4.37%
 
PFE
32.67
-0.28
-0.85%
 
PG
92.47
+0.4
+0.43%
 
TRV
127.89
-0.3
-0.23%
 
UNH
190.82
-1.88
-0.98%
 
UTX
115.48
-0.62
-0.53%
 
VZ
47.69
-0.2
-0.42%
 
V
102.51
+0.35
+0.34%
 
WMT
79.31
-0.39
-0.49%
 
DIS
100.7
-0.68
-0.67%
 

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.