Whether you are planning for your family or your business - taking the right approach will be critical to achieving your financial goals. There is no ‘one-size-fits-all’ path you can take that will guarantee the outcomes you are looking for.
At The Financial Innovators Group, we work with you to identify your financial goals, and help create solutions to make these goals a reality. Clients have access to Sun Life Financial’s Estate and Financial Planning Services team (EFPS). Our EFPS services help you prepare effective estate planning strategies for your personal assets and private business interests. Our team can help you develop a strategy to safeguard your wealth and your business for future generations. That’s a lot of advice.
Whether it’s for long-term goals or short term needs, we work with you to help determine the best strategy for accomplishing your investment objectives. And with access to a wide variety of investment strategies through an array of fund companies, every client’s investment needs can be satisfied.
COMPLEX PLANNING STRATEGIES
As the client’s level of investable assets increases, so do the service options available to them. Quite simply, as your financial needs become more sophisticated, the Financial Innovators Group has advanced strategies to help you attain your more complex goals.
Whether you are entering a new business venture or assessing the needs of an established business, we have the knowledge and the resources to help you ease your challenges. From employee benefits and pensions to advanced strategies for business succession planning and executive compensation, we can help you make the right choices.
How to protect your family or business financially is one of the most important decisions you will ever make. And it’s a decision you need to revisit as your circumstances change. We help you understand your options and make the best choices for you, your family and your business.
When it comes to retirement planning, the earlier you start, the more likely it is you will be prepared for retirement. Our team of professionals will not only help you create an actionable plan to move you towards your retirement objectives, but will also help mitigate various retirement risks that must be addressed such as inflation, market and longevity risk.