The Road To Retirement
There are many financial services in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. That’s where a The Participant EffectSM Advisor can help. Recommendations should help you choose only those services that meet your current and future goals.
Informed decisions about any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of services and select only those that address your unique situation.
A customized portfolio takes into consideration a variety of events: retirement planning or mortgaging a first home; financing a child’s post-secondary education or insuring a family is financially protected. Business owners might want to consider products and services that reward hard-working employees, no matter the company’s size and focus.