Financial Planning

 

financial-planning-process-chart-big

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NASDAQ
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NYSE
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MMM
221.32
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AXP
92.09
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T
35.54
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BA
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CAT
131.36
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CVX
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CSCO
34.25
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KO
46.38
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-0.45%
 
DD
83.93
0.00
0.00%
 
XOM
83.11
+0.37
+0.45%
 
GE
23.83
+0.25
+1.06%
 
GS
244.73
+4.74
+1.98%
 
HD
163.43
+0.19
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INTC
40.43
+0.34
+0.85%
 
IBM
162.07
+1.17
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JNJ
142.4
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JPM
99.51
+1.4
+1.43%
 
MCD
166.3
-0.2
-0.12%
 
MRK
63.88
+0.13
+0.20%
 
MSFT
78.81
+0.9
+1.16%
 
NKE
53.06
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PFE
36.42
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PG
88.25
-3.34
-3.65%
 
TRV
133.32
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+0.11%
 
UNH
207.49
+4.24
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UTX
120.93
+1.44
+1.21%
 
VZ
49.53
+0.32
+0.65%
 
V
107.55
+0.53
+0.50%
 
WMT
87.44
+1.04
+1.20%
 
DIS
99.4
+0.39
+0.39%
 
S&P500
2575.21
+13.11
+0.51%
 
NASDAQ
6629.053
+23.986
+0.3632%
 
NYSE
12430.52
+50.2
+0.41%
 
MMM
221.32
+2.08
+0.95%
 
AXP
92.09
+0.19
+0.21%
 
T
35.54
-0.15
-0.42%
 
BA
264.75
+5.71
+2.20%
 
CAT
131.36
+0.59
+0.45%
 
CVX
118.64
+0.44
+0.37%
 
CSCO
34.25
+0.5
+1.48%
 
KO
46.38
-0.21
-0.45%
 
DD
83.93
0.00
0.00%
 
XOM
83.11
+0.37
+0.45%
 
GE
23.83
+0.25
+1.06%
 
GS
244.73
+4.74
+1.98%
 
HD
163.43
+0.19
+0.12%
 
INTC
40.43
+0.34
+0.85%
 
IBM
162.07
+1.17
+0.73%
 
JNJ
142.4
+0.36
+0.25%
 
JPM
99.51
+1.4
+1.43%
 
MCD
166.3
-0.2
-0.12%
 
MRK
63.88
+0.13
+0.20%
 
MSFT
78.81
+0.9
+1.16%
 
NKE
53.06
+0.37
+0.70%
 
PFE
36.42
+0.18
+0.50%
 
PG
88.25
-3.34
-3.65%
 
TRV
133.32
+0.15
+0.11%
 
UNH
207.49
+4.24
+2.09%
 
UTX
120.93
+1.44
+1.21%
 
VZ
49.53
+0.32
+0.65%
 
V
107.55
+0.53
+0.50%
 
WMT
87.44
+1.04
+1.20%
 
DIS
99.4
+0.39
+0.39%
 

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.