Building Your Team

Your team members

Financial Planner

There are many types of financial planners.

Some will provide you with a financial plan and invest your money for you, some do this and want to meet with you a couple of times a year. In these meetings, some are reviewing investment performance, others do this and set goals for the upcoming period.

Some may talk about insurance and estate planning where others play an active role in communicating with your other professional advisers.

From a fees perspective, some receive commissions, some charge a percentage based on your investment balance and others charge a fee for service, based on the service you receive on an annual basis.

Your personal situation will indicate what type of service may suit you.