"A good plan is like a road map: it shows the final destination and usually the best way to get there." - H. Stanley Judd "Planning is bringing the future into the present so that you can do something about it now." - Alan LakeinBefore starting my financial services business, I was a client of various banks, brokerages, and investment boutiques. In 20 years as an investor, I never had to look too far for enticing investment options or vendors. What was missing was meaningful guidance - someone showing me how small changes made today could impact my net worth in the future. As a financial planner, I want to offer a better client experience. I believe in a long-term systematic approach, following a defined and disciplined process, providing investment and insurance solutions from a variety of third-party providers. My clients feel empowered and confident about their chosen path, and reap the rewards of a better financial future. Rather than being an employee of a specific financial institution (which often creates a conflict of interest), I have the freedom to provide financial solutions from a wide range of established and trusted financial product manufacturers. There are no shareholders to appease, no corporate sales agendas to meet, and no proprietary products to promote. When it comes to generating profits, I answer only to my clients.
Take Charge Financial Planning is Burlington-based company (Ontario, Canada) with a phone number 9053407526. Our data show that the company is located at the address: 2-3190 Harvester Rd. The company has a web site: www.takecharge.ca.
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