NEWSLETTER
From Chris' Desk
When I started FSG Wealth Management over a decade ago, I left an environment where it seemed to be all about “The Firm” and I wanted to create a financial practice that was all about you, “The Client”. As FSG has grown, we are continually improving our processes to create a better experience for you.
With that in mind, let me update you on recent improvements.
The Financial Security System™ was created to ensure that all financial phases are addressed. The goal is not retirement, but financial independence so that we can continue to do great things with our lives.
At FSG Wealth Management we will introduce you to The Discovery Analysis™ conversation. This process helps us to find a deep understanding of your values and goals, and creates the foundation for making good decisions going forward. Walt Disney said, “When values are clear, decisions are easy.” That’s why this values conversation in the Financial Security System™ is very important to the entire process.
FSG has embraced “no load investing” so we have the No Load Investment Program™. This is to continually accelerate liquidity for you so that we can shift to the best investment manager in a heartbeat and not have any encumbrances by exit fees.
RBC, CIBC, and TD funds are available through FSG. This is good for you because we can see how it fits with the design and construction of your entire portfolio. A simple “agent change” is all that’s needed to have your bank funds show up on your FSG statements and the funds will remain the same. You can move your bank funds either in kind (which means they stay the same) or you can move them in cash. We know that we can do a better job for you if we have the entire picture.
Our staff work very hard for you on improving our processes and we consider it a privilege to serve you.
Also, we appreciate your referrals! The highest compliment you pay us is when you recommend someone to us. The type of client that we serve is someone who:
- is a successful saver
- desires to make smart choices about their money
- places a high value on delegating their financial issues to a competent, trusted advisor
- is open-minded with important plans for the future
- values service, advice, and professional relationships
So, people much like you!