Advisors Help: What I can do for You
Posted In: Business Succession & Estate Planning, Employee Benefits Planning, Entrepreneurial Wealth Management

Advisors Help: What I can do for You

Executive Summary

As an Advisor, I am consumed with finances on behalf of my clients.  They have entrusted me to prepare them for retirement, preserve wealth, generate income and minimize taxes. The number and variety of activities that I perform each day makes my job rewarding and interesting.

However, most of my clients don’t really understand what exactly I do for them, and more importantly what additional services I could be doing for them.  If you have a few minutes, please scan the list below and don’t hesitate to contact me if you feel one or more of these services would be valuable to you.

 

What you need to know

Direct Services: the following are services that I focus on, and am licensed to provide

  • Investment Recommendations
  • Portfolio Management and Discretionary Investment
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Life Insurance
  • Employee Benefits

Indirect Services: as a Financial Services professional I maintain a network of trusted contacts that provide services that I do not.  Some, like a mortgage broker, require a separate license, and it is more efficient to have relationships, not a new service line.

  • Mortgages and Loans
  • Property and Casualty Insurance
  • Real Estate sales
  • Will, Estate and Tax lawyers
  • Personal, Business and Tax accountants

 

Bottom Line

If there is anything that you need a referral or recommendation on that affects your financial situation, no matter how large or how small, don’t hesitate to contact me.

 

Chat soon,

Jeff Devlin, CFP

Elementus Wealth Management Inc.

The information provided on this site/blog page is solely for general and educational purposes and is based on the perspectives and opinions of the owners and writers. It is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting, or professional advice. Please consult an appropriate professional regarding your particular circumstances. This site/blog page may also contain links to other sites which are not maintained or controlled by us. Access to or use of sites to which links are provided are subject to the terms and conditions of such sites. References to third party goods or services should not be regarded as an endorsement of those goods or services. All information provided is believed to be accurate and reliable, however, we cannot guarantee its accuracy. It may also include forward looking statements concerning anticipated results, circumstances, and expectations regarding future events. Forward-looking statements require assumptions to be made and are, therefore, subject to inherent risks and uncertainties. There is significant risk that predictions and other forward looking statements will not prove to be accurate. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and/or the fund facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

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