Choose a financial advisor who will be with you in the years to come.
Ask about how changing account minimums will affect the service you receive.
If possible, choose an Accredited Investment Fiduciary (AIFP). They provide advice that is in your best interest and are required to disclose all compensation.
We counsel our clients to take a long-term approach
We can add value by properly allocating your assets to align with your goals
We can lower your costs by trading efficiently
We monitor and rebalance your asset allocation
We add value during the “spend-down” phase of your investment plan
We make sure you have an active financial plan for the future
Please contact Greg here or give our team a call at 403.355.6055 or toll free 1.855.220.6054
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Stevenson Vooys Wealth Management