BECOMING A CLIENT

When you join the Healthcare Professionals Financial Group of Assante Financial Management Ltd., you add a team of experts to your quiver.

Discover your needs: We start our process by meeting with you and learning about your unique situation. We talk candidly in confidence with you about your goals, your family, your business, your worries, and most importantly your dreams.

We also collect a truckload of data from you to accurately build your Financial Game Plan

Create a written, comprehensive Financial Game Plan: Once we have learned about your needs, we work to build you a written, detailed Financial Game Plan. Your Financial Game Plan reviews and recommends on:

  • Goals
  • Corporate structure
  • Net worth review
  • Cash flow review
  • Tax planning and optimization
  • Investment planning
  • Education planning
  • Retirement planning
  • Insurance planning
  • Estate & wills planning

Implement your Financial Game Plan:

  • We never leave you alone to implement what can be a lengthy and complex plan. We provide you a simple, easy to understand Action Plan and, in concert with our partners, we work with you to put your plan into place over the next 6-24 months.

Monitor your plan with constant updates:

  • Once implemented, we meet with you at least twice per year to review your progress and update your plan as your situation and needs change.
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