Concerned about inconsistent growth of their family investment or retirement portfolio;
Fed up with no clearly articulated investment approach or one that is in constant flux;
Feeling insecure about whose best interests are being served by the advice being given;
Frustrated that they've been ‘sold’ an investment product rather than given individualized advice;
Concerned that their savings would not be well protected during the next downturn;
Feeling pressure to simplify and organize scattered investments/accounts; create a streamlined strategy for retirement or other important financial priorities they have;
Disappointed with advisor turnover, poor service/ lack of consistent contact from the person handling their money;
Tired of managing their investments and plan themselves and want help;
Worried about their ability to achieve their version of financial independence due to ineffective advice; and/or
Seeking advice with integrity, integrated with strategic financial planning.
If you share some of these frustrations or concerns, let's connect for a friendly, exploratory conversation. I most likely can help, however there is no obligation on your part. Connect with me via social channels, my website or trevor.macdougall@nbpcd.com