Financial Services
Financial Plan: Secure Your Financial Future!
- Item Number
- 211
- Estimated Value
- 3500 USD
- Opening Bid
- 875 USD
Item Description
Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into results takes acumen, hard work, discipline and strategic financial planning.
When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.
When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.
Shannon Ouellette is an experienced and highly talented Wealth Management Advisor who will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.
The scope of services includes:
- A retirement readiness benchmarking analysis;
- Overview of your investment portfolio and related strategies;
- Evaluation of insurance and risk management products;
- An open discussion about the vision and family values that impact your financial decisions.
http://www.shannonrouellette.com/
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