We work with a select group of clients one on one, taking them through our unique planning process - The Fearless Retirement Blueprint.
First we'll help you articulate the vision you have for your future. Next we’ll work to get a full understanding of your financial situation. Only then can we start to craft a plan to best utilize the financial resources you have to bring your vision to life.
Putting your plans into action is key to ensuring success. Your customized retirement plan will include recommendations that must be implemented. You’re free to do this with us and we’d be delighted to work with you to that end. However, you’re under no obligation to do so. If you choose to work with us in the implementation phase, we are able to connect you with a registered portfolio manager that can offer a wide range of competitive investment and we can offer you insurance solutions. We partnered with Q Wealth, a portfolio management firm, who offers a personalized approach to investment management and tailored solutions that match with your vision. It's where your money meets meaning.