James Whelan - Investors Group

Description

Dream Large - Plan Well - Live Life - Repeat.....How well are you doing??
Do you ever get to the end of the month or year and don't seem to have made any progress on your dreams and goals? Are unexpected events in your life taking you further and further away from them? Let me help by being your personal financial coach or CFO and with my team of experts get you back on track. At Investors Group, we know that today, good financial advice is more important than ever. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track. We believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life. Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there. Contact me today.