The Investment Industry is changing

 

Our advice to you…

  • 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 believe that our clients achieve larger returns over time than those managing their own investments. Here’s how we help you reach your goals:

  • 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

 

Contact our team to discuss how we can help you achieve your financial goals.

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

Email: Team.Stevenson-Vooys@RichardsonGMP.com

Phone: 1.855.220.6054