Experience the Assante Advantage

Our Clients Matter!

As mentioned in our previous Monthly Minute, the financial sector has changed considerably in the last 40 years. Today, we are always trying to ensure we provide what you need.  But today, we are asking! 

What do you want? How can we help to ensure your needs are being met, and focus on what is important to you? What can we do to set ourselves apart in an industry that is constantly changing? How can technology help us to deliver better service to you?

Things have changed a lot in the past 6 months and we may continue to see more shifts, it is time to find out how we are doing. We are working hard to provide you with the best level of customized service, but we always know there is room to improve. We also know that things change, and we must ensure we accommodate the changing needs of the industry as well.

Each client has received a survey to their email. Please take 5 minutes to answer the survey to help us to provide better service to you and our clients in the future.  In fact, answering the survey doesn't just help you, but $5 for every survey completed will be donated to Heart & Stroke.  So, help us help you!  

Upcoming Webinars

Join us for regular webinars where I will provide market insights and resources during these turbulent times. Topics include:

Market Updates - How do bonds help the portfolio. Overcoming low rates with active management

Donor-Advised Funds - Support the Causes You Care About

Managing Money for the Younger Investor - For those in the early stages of building wealth

 If interested, please email asatkuna@assante.com. Please note registration is required.

The Yellow Brick House - Step in My Shoes

In October, The Yellow Brick House has been hosting a virtual walk to raise money to support their life-saving support services and prevention programs for women and children.  Donate $150 to help provide support for 1 family for 1 night!

My family and I are avid hikers and love the outdoors, but we are not walking for laughs – we are walking because 1 in 3 women have experienced physical and/or sexual violence by an intimate partner. Violence does not discriminate. It lives here in our communities, behind closed doors, and each year thousands of women and children come to Yellow Brick House to escape domestic abuse and violence.  COVID-19 has seen an increase in domestic abuse and due to increased health and safety measures, their weekly costs have increased by $15,000!  Not everyone is safe at home, and every bit counts.

Click here to donate to our team and step up to end violence against women and children.

The event will close on November 1, 2020 so please submit your donations by that date. For more information the Yellow Brick House, please visit their website or email jtrollope@assante.com.

What legacy do you want to leave?

I am excited to be able to offer my clients, one more Unique Planning Experience, with the new Assante's Charitable Giving Program. This program allows you to incorporate philanthropic giving into your wealth plan with the use of donor-advised funds through Benefaction, a registered charitable public foundation.

Helping You Get There!

Retirement is Looming!  Are you really ready?

Big Decisions to Make!  Do you know all options available when key financial issues arise?
You Work Hard!  Who works to manage planning for your financial future?
You are busy!  Life is complex and there isn't enough time in the day to really follow all the investments and understand your best options.  We help to simplify things and do this for you.

Welcome! As an Assante Financial advisor, my role is to assist you in making key financial decisions and meeting your life goals. Financial decisions tend to affect every facet of our lives, and while important, should only enhance those parts of our lives that are truly critical: family, health, and following your passions. I specialize in investment planning to fulfill your needs; the needs of the business owner, self-employed, executives, or commissioned individuals.

By understanding these aspects of your life, I work to ensure you make the right financial decisions in your life. Through regular meetings, comprehensive reviews, balanced diversification, protection with insurance, and ongoing implementation and review of recommendations, we are committed to helping you achieve your goals.

Our core focus is: understand you, your family, your objectives, and act as your advisor, partner, and facilitator to help keep you on track for the bigger picture. Thus, allowing you to focus on enjoying your day to day life - knowing the small steps will get you to the big destination. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way.