lifespring® Financial Planning
It all begins with lifespring®.
To add value, your financial advisor needs to understand what your aspirations and goals are. This starts with an in-depth analysis of your current financial position, an exploration of your key goals, your anticipated needs and future income, and a personal profile of your investment style.
This is all brought together to create a plan, your blueprint for building and maintaining a strong financial foundation. This plan is comprehensive – it includes cash management, investments, insurance† solutions, estate planning, business solutions – whatever is appropriate for you.
But it doesn’t stop there. Your financial advisor will continue to work with you on a regular basis to ensure those goals are met. He or she will assist you at every turn, making sure you’re well prepared for each of life’s milestones, major purchases, adventures or business decisions.
A financial plan can help you achieve more. Everything from buying your first home, opening a business, saving for kids’ education and planning your retirement, to building your wealth portfolio, managing your retirement income and estate planning. No matter what stage you’re at in life, lifespring financial planning will provide a roadmap and outline the steps to help you get where you want to be.
And as our client, it’s yours for the asking.
A unique, integrated team approach.
We recognize that one individual can’t have all the answers. That's why, unlike many other financial institutions, we use an integrated team approach to financial planning. Led by your financial advisor, this team incorporates investment, insurance and business specialists, depending on your unique needs.
Together, the group takes a holistic approach to your financial picture, suggesting insurance options, customized investment and tax strategies and anything else needed to grow and protect your entire financial portfolio. It’s an approach designed to produce effective, long-term results. And it’s only available from us.
So how are we doing?
We value our clients’ feedback, and regularly check in to make sure we’re providing an exceptional advisory experience. More than 85% of our clients give their Financial Advisor top marks. And based on surveys conducted by our research partner Ipsos Reid, clients tell us we consistently do a better job than competitors in helping them improve their overall financial well-being.
A relationship to value.
As your goals or circumstances change over time, your advisor will be there to help manage the expected – and the unexpected – changes in your life by recommending financial strategies and solutions that work. And this goes beyond simply responding to your questions. Our lifespring approach is proactive; your advisor will regularly contact you to suggest ways to save you money, increase your wealth, or anticipate financial issues even before you identify a gap or need. That kind of consistent, expert support counts for a lot. So does the wealth of professional specialists your advisor can call on to strengthen your plan. From insurance to wealth management, your BlueShore Financial financial planning team can help with all your worth.
Do you have a financial plan?
A recent survey stated that four in five Canadians don’t have a written financial plan and more than 60% don’t have a financial advisor. The same survey showed 71% of the households with a financial advisor feel more confident about their future and over 74% feel they’ll be able to retire comfortably. Why? They have a solid financial plan a knowledgeable advisor who understands what they want and helps keep them on track.
And how do we stack up in delivering this critical service? Our clients consistently give their Financial Advisors overall satisfaction ratings in excess of 90%, with 76% rating our advisors ”expert providers of financial advice”.