Financial & Retirement Planning Services
Our Process

meet & greet

1

Initial complimentary consultation in person, by telephone or other digital means
(Approx. 1-2 hours)

financial-professional

Advisor & Potential Client discuss:

  • Needs, Goals & Expectations
  • Services Offered & Fee Structures

2

Advice & Recommendations

Second meeting
(Approx. 1 hour)

Advisor Provides Advice & Recommendations

financial-planning
3

Moving Forward

On-Going Financial Monitoring Reviews
(Annual or Semi-annual)

free-financial-advice free-financial-advice

In person or digital communications to:

  • Help you Manage your Investments & other
    Financial Affairs
  • Achieve your Goals
  • Protect yourself
    against Financial Risks
retirement-advice investment-plans

Mutual funds provided through FundEX Investments Inc.