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What you want in a Certified
Financial Planner
.Brian Weatherdon MA, CFP, CLU, CPCA, MDRTAuthor, Speaker, Certified Financial Planner.
Aligning your Wealth & Life to overcome fears andsecure your income, lifestyle, & comfort to age 105
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Why you want a financial planner
• Solve problems: (debts, uncertainty, financial loss)• Relieve worries: (will I have enough, or run short?)• Parents’ needs: (will I work to 80 supporting them?)• Children/family: (will they be safely independent?)• Fraud, setbacks: (who can protect me?)• Risks, losses: (who can protect me?)• Life changes: (marriage, divorce, widowhood, retirement, selling business, thriving through senior years)
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Life stages . . .
• Earlier stages of getting married, establishing home and family, insuring risks/hazards.
• Middle stages of reducing debt, accelerating wealth, starting to ‘practice future dreams’, ensuring children & parents will be secure.
• Retirement & senior years, enjoying life and preserving wealth – feeling comfortable, independent, and secure!
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To secure our future . . .
• Your work and effort will be rewarded• Proven principles to reduce risks & hazards• Processes to say, you’ll never run out of
money• Build wealth and assure lifelong results• Achieve the lifestyle of your dreams• Sustain freedom, secure independence.
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For your family . . .
• Guiding you today and to next stages• How do you see the future? ...when? ...what?• Who is dependent on you: parents, children?• Is there illness or are special needs involved?• Assuring your comfort & security always...• Value for your family estate...
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In family business ...
• Financial & wealth strategies in your business• Considering sale, succession, transitions...• Mentoring/training successors in business• Separating yourself with “mini-retirements”• Business valuation and purifying for sale• Strategic wealth planning in your business• See Exit Strategies for Business (also available in video) http://guaranteedincome4life.ca/blog/exit-strategies-for-business/
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With your Pension . . .
• Aligning with your personal lifestyle goals• Indentify risks of underfunded pensions• Reduce risks if privatizing your pension• Fixed allowance versus Flexible for Life?• A pension asset vs. personal & family asset?• Pensions: Lifestyle, Health, Estate values...• See Exit Strategies from a Pension for the Life You Choose (also in video) http://guaranteedincome4life.ca/blog/exit-strategies-from-a-pension/
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In a world of Fraud and Selfishness
• Designations: evidence of training and experience. Not necessarily a guarantee of common sense and ethical integrity.
• Friends’ recommendations: a source of trust, yet Bernie Madoff, Earl Jones, and each week’s news prove fraud can spread among friends.
• Weigh planners’ designations, report of friends or other trusted advisors, and an internet search to confirm service, integrity and stewardship.
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Coach and Counsel for Life ...
• Trust and friendship develop where heartfelt discussions touch Wealth and the Future to achieve and secure Life’s Dreams.
• Member of your trusted Stewardship Team which depending on your needs can include your legal, accounting, tax advisors ...and more.
• See Financial Stewardship for Life and Estate http://guaranteedincome4life.ca/resources/value-of-financial-stewardship/
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Results of Certified Financial Planning
• People who plan get results that are the envy of people who fail to plan.
• More than doubling the resources people bring into their retirement or estate.
• Secures wealth and life-income where others too soon run out of $$ in their 70s, early 80s.
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Results of Certified Financial Planning
• What are the results you need and want? How long must these results last? How will your life look and feel when you have these results?
• What is most vital for you in choosing a financial planner? How will you judge their experience and ability to serve you? Who and where will you seek to find this steward for your life’s dreams and ongoing wealth?
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Reach me for an opening consultation on the power of Certified Financial Planning to secure your Wealth & Life
Brian Weatherdon MA, CFP, CLU, CPCA, [email protected] 905-637-3500 x 223
Aligning your Wealth & Life to overcome fears andsecure your income, lifestyle, & comfort to age 105
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Closing comments . . . .
• Stories in this wider series express ways to preserve value and secure decisions in business, pension, & savings, and attain results for personal security, life income, and family estate.
• Reach me directly to speak together in person. Further information & resources also at www.GuaranteedIncome4Life.ca
• You’ll also want to get “A Lifetime Of Wealth -- And How Not To Lose It” ... 5-star rated and highly endorsed, from Amazon, Kindle, and local bookstores. Peak inside at www.Amazon.com.
Brian Weatherdon MA, CFP, CLU, CPCA, MDRT
[email protected] 905-637-3500 x 223