Life changing events and points discussion that should be reviewed with your financial advisor
1) New Client • New Job • New Spouse
Review of Current Situation
Review of Insurance Coverage
Insurance products and services are provided through Assante Estate and Insurance Services Inc.
Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. A homeowner who withdraws equity from their home to purchase securities should fully understand this risk.
2) Corporate Owners
3) House Purchase
4) Birth of a Child
Please Contact Us in order to set up a consultation.