A plan for financial freedom

A plan for financial freedom (2 min 10 s)

Added on February 16, 2015

Description

A financial plan is a series of tips, strategies, and recommendations to help you make your projects and your dreams come true, and to give you a greater financial freedom during retirement. It’s an essential tool that your advisor can set up with you. 94% of people who have a financial plan feel confident that they’ll achieve their goals.

  

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A plan for financial freedom (2 min 10 s)

Added on February 16, 2015

Hello!

As time goes by, what better gift is there than to think about yourself and about projects dear to your heart? A Financial Plan can empower you to achieve your goals and give you the freedom to carry out those projects.

What is a Financial Plan?

  • It's a list of concrete and personalized actions to take.
  • It's a series of tips, strategies, and recommendations to help you make your projects and your dreams come true.
  • It's an essential tool that your advisor can set up with you.
  • Finally, it's a crucial step towards realizing your dreams.

Regardless of the project, we know how having a good plan increases the chances of success, the same way a good financial plan can help increase the chances that you'll succeed in carrying out your project.

Your advisor can help you today build the capital you need to enjoy greater financial freedom during pre-retirement and retirement.

From tax-deferred investment strategies to tax-sheltered investment products and income-splitting with your spouse or kids, a number of solutions exist to maximize tax savings.

As part of your plan, it's also important to protect your assets, your family and your health. Coverage is one way to ensure you can achieve your dreams with peace of mind.

A Financial Plan also allows you to plan for major purchases or projects that call for a large output of cash!

Finally, the Plan will enable you to plan your estate and protect yourself in the event of disability and much more!

Whichever project you have in mind, your advisor can team up with other experts to make sure you've got every aspect of your financial life covered. That way, you'll be free to focus on what's important to you.

Did you know that 94% of people who have a Financial Plan feel confident that they'll achieve their goals?

(Pause) Your Desjardins advisor will guide you in developing a personal plan, so you can be free to achieve your goals regardless of your age. And, the plan is offered free of charge. So don't wait, do it now, because once it's done, you're all set!

If you have questions please email me at the address you see on your screen. Now I have a question for you… What's your plan? (smile) See you soon!