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

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 (2010-2022)

Elementus Wealth Management Inc.

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