I sit down with clients and LISTEN to their financial situation, considering both the personal needs and wants in regards to lifestyle and the quality of life that they can afford. As a Lethbridge Financial Advisor, it’s my job to make a recommendation that is in my client’s best interest.
I recommend a suitable amount of coverage that is needed and then we find an acceptable policy that fits into my client’s budget. I do the shopping, get the information, and give the advice. At the end of the day it’s my clients who make the decisions, after all, it’s their money and their portfolio!
Investing in your education is the key to creating more financial stability. By becoming knowledgeable about all of the options for investments, you can save yourself time and frustration by making smart decisions on which investments will work best!