Give the Gift of Financial Planning

Life’s major decisions have a lasting impact, and important financial concerns are often overlooked when your loved ones are:

• 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.

Contact us to learn more and to purchase gift certificates for your loved ones today.