To This End:
When developing strategic solutions to meet your objectives, your WEALTHplan adviser will consider your past, your present and your future. In so doing, he/she will carefully analyze:
Your Previously Filed Tax Returns
Your tax return represents a wealth of financial information. A careful analysis will uncover any potential or missed opportunities for wealth creation moving forward.
Your Statement of Net Worth
Your statement of net worth represents your current financial position. It will serve as the baseline for monitoring your financial progress.
Your Financial Plans
What does your future hold? A well-articulated plan will act as a roadmap to get you to where you want to be by outlining strategic solutions to optimize your resources and build your wealth.
Products or services related to investments, investment recommendations, financial planning, retirement planning, and investment reviews are provided through our mutual fund dealer Security Financial Services and Investment Corp.
Insurance and financing product sales are not conducted through Security Financial Services and Investment Corp. nor are they the business of Security Financial Services and Investment Corp. Insurance sales are conducted through QFS, a Managing General Agency. Mortgage and financing product sales are conducted through Manulife Bank.