- Graduating from college
- Starting a career
- Getting married
- Having a new baby
- Changing jobs
- Nearing retirement
Holiday Differently
Offer your friends and family something more meaningful. Give them peace of mind and the opportunity to secure a positive financial future.
For the recipient, there are no products to buy and no accounts to set up; just the time and expertise of a qualified financial advisor to help steer them onto the correct financial course.
A certificate for one or two hours of time is ideal, and the session can either be tightly focused or a less formal "rapid fire" style Q&A session covering multiple topics.
Our most common concerns with gift recipients often include:
- Debt and credit management and repair
- Allocating retirement plan contributions among investment choices
- Estimating college education expenses, and how to fund them
- Developing a spending and savings plan
- Obtaining a second opinion on an investment portfolio
- Making a pension lump sum decision
- Deciding how much and what type of insurance to buy
Simply Wrap It, and You're Done
We will mail you a high-quality gift certificate that you can wrap and give to your loved one during the big event. The certificate fits inside of a standard envelope and includes space for your name and a personalized message for the recipient. As a bonus, if you already know what you want to say, just tell us and we'll happily print the message on the certificate for you.
Labels: Family/Home