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Benefits of a Financial Plan

A good financial plan is multi-faceted: It must anticipate change and reflect your specific financial goals and objectives, while considering your level of investment risk tolerance.

Your plan should be flexible enough to anticipate life's many fluctuations. Financial circumstances and responsibilities change over time, such as: a career or income changes; the birth and education of your children or grandchildren; major purchases such as a home; retirement; and other life events, such as a disability or need for long-term care. We'll help you create a plan just right for you. You can know you have a financial plan that provides you with the confidence that all of your financial resources are working together toward your long-term financial goals.

We'll help you create a plan just right for you. You can enjoy peace of mind knowing you have a financial plan that provides you with the confidence that all of your financial resources are working together toward your long-term financial goals.

We can help you devise a plan that addresses objectives such as: investment and retirement planning; reducing income and estate taxes. A personalized financial plan that reflects your changing life needs is unique—that is why we'll support you with a financial needs analysis that will help you make wise financial planning decisions designed to meet your long-term and short-term goals.

We can help you devise a plan that addresses objectives such as: investment and retirement planning; reducing income and estate taxes.

A personalized financial plan that reflects your changing life needs is unique—that is why we’ll support you with a financial needs analysis that will help you make wise financial planning decisions designed to meet your long-term and short-term goals.

 

 

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DISCLAIMER

Implementing a retirement, estate, and any other form of financial plan may consist of investing in mutual funds, insurance products (such as segregated funds) and other financial instruments. Prospective investors should always obtain a copy of the offering documents in respect of each investment product (such as prospectus, information statement or folder, insurance contract, etc.), and read it carefully, including discussion of any risk factors, fees, expenses, terms, conditions and restrictions. Consult your personal tax and legal advisor before investing.


HollisWealth®, a division of Industrial Alliance Securities Inc.

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