We would like to take the opportunity to introduce you to our team and MoneySmart Financial Services Hamilton. As a life insurance advisory team, we’re different and proud of it. We stand out in three unique ways. Firstly, and above all, we consider ourselves to be in the personal service business. We are here to help you, which is why our team’s mission statement is: Planning Your Future. Everything we do as your financial planner is focused on fulfilling that mission. We strive to ensure that each contact with our clients is a quality contact, one that builds their trust in us.
Secondly, our personal service is supported by a process. Initially, we complete a complete needs analysis to use as a framework which allows our clients to understand where they’re going, where they’re at and what’s coming next. Only with carefully thought-out needs planning can you be sure to protect yourself against any risks which may appear along the way.
Thirdly, we recognize that no two clients have identical needs and aspirations; we take the care to understand your overall financial picture. We then use a unique process to develop a strategy to help you achieve your personal objectives by understanding your current situation. As circumstances change over time, we will adjust your plan, if needed, to keep it targeted towards your priorities in life.
Working together, we help you to enjoy peace of mind and, ultimately, to plan your future.